As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Vice-President & Will & Estate Consultant, RBC Family Office Services
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.
He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
As a Premier Banking Advisor, Varsha Parray provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the Richmond Hill, Vaughan, Newmarket and Aurora regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 10 years of experience in financial services with RBC, Varsha is respected by her clients and industry peers, and has received top performer recognition.
Varsha is committed to giving back to her community, and volunteered and participated in the RBC Race for the Kids.
Born in Trinidad in the West Indies and raised in Toronto from the age of 7, Varsha holds a Bachelor of Arts in Psychology Degree from York University and a Human Resource Management Certificate from Seneca College.
She currently resides in the Toronto area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time with her family and friends, reading and developing her green thumb.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
I don’t accept ‘good enough’ and love a challenge – so I partner with clients to provide creative solutions that help them meet their evolving estate planning and insurance needs.
For Chris, trust is everything. He recognizes that trust can only be established once it has been built and requires him to excel personally and professionally. He’s made a career of building strong relationships by ensuring he never takes anything for granted and always delivers on his promises. Chris provides first-class service by consistently bringing product knowledge, informed support, and most importantly, new ideas to address your unique needs.
Having joined the financial industry in 2001, Chris spent many years working for one of Canada’s most prominent life insurance companies. Seeking to improve and maintain his professional knowledge, Chris has earned the Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Elder Planning Counselor (EPC®) designations.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Envision, Create & Preserve - Wealth Planning Designed For You
Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.
Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.