Extended Team

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

As a Senior Will and Estate Advisor for the Prairies Region, Anisa brings an 
approach to estate planning that centers on understanding and addressing 
the unique needs of each client. She works collaboratively with clients and 
their trusted advisors to help craft a comprehensive, effective estate plan 
that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the 
University of Western Ontario, and a Law degree (LL.B) from the University 
of Birmingham, England, for which she graduated with honours. Anisa 
has continued to deepen her knowledge and expertise with key industry 
memberships—she is a member with the Law Society of Alberta, and a 
member of the Wills and Estates section of the Canadian Bar Association. 
Whether clients hope to protect a disabled heir, incorporate succession 
planning for their business, address the unique concerns arising from 
second spouses and blended families, minimize family conflicts, or deal with 
beneficiaries or assets that are situated outside of Canada, Anisa can help 
craft a tailored estate plan that meets their individual needs. 
The combination of her professional expertise and her commitment to 
provide practical solutions makes Anisa an invaluable resource for both 
clients and their financial advisors.

Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.

Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.

Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.