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 Trust Advisor, Michelle Kasper serves clients throughout Southern Alberta located in the Calgary office. Michelle has been a trust professional since 1995, and provides leadership and direction on Trust and Estate matters. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of the University of Calgary with a Bachelor of Arts (B.A.) degree, Michelle has continued to deepen her knowledge and expertise with key industry designations including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), and Personal Financial Planner (PFP) designations. Michelle is also a member of the Calgary Estate Planning Council.
Michelle works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Michelle can help.
With more than 20 years of industry experience, Michelle brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Michelle understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
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.
M.C. (Mike) Macoun, CLU, CHS, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.
Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.
Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.