John Simes, JD
Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management
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.
Todd Sysak, CLU, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
With over 30 years' experience in the financial services industry, Todd has spent the majority of his time working directly with business and agricultural owners and their professional advisors to create and preserve their wealth. In doing so, Todd works alongside your trusted advisor and utilizes unique and customized insurance solutions that address both your short and long-term wealth management goals related to your personal and/or corporate financial needs.
Todd earned both his Bachelor of Economics and Commerce degrees from the University of Alberta. In addition, he holds designations as a Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP) and is an active member of both Advocis and CALU (Conference of Advanced Life Underwriters).
Staying busy, Todd has two grown children and is actively engaged in outdoor activities such with skiing, hiking, horseback riding along with volunteering in his community.
Jacky Yim
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.
Rahul Anand, PFP
Regional Trust Advisor, RBC Royal Trust
Rahul brings more than eight years of financial services experience to his role as Regional Trust Advisor in Calgary, Alberta. His depth of experience, coupled with his professionalism and dedication to client service, serves Rahul well in dealing with the complexities of estate settlement. Rahul works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor. A graduate of the University of Calgary specializing in Psychology, Rahul has continued to deepen his knowledge and expertise with key industry designations, such as the Personal Financial Planner (PFP) designation, and is currently pursuing the Trust and Estate Practitioner (TEP) designation. Rahul can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He will provide a tailored solution to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
Victoria Schneider, JD, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
In addition to providing planning assistance to business owners (including incorporated professionals), Coady provides planning assistance to executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner- Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).