Financial Planners
Maggie is a Canadian Chartered Professional Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas. Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients. As a Financial Planning Specialist, Maggie’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 and tax planning concerns you might have.
Arun is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree from the University of Alberta and has completed CPA Canada's In-Depth Tax Course.
Prior to joining RBC, Arun was a tax manager with a large international public accounting firm. His professional focus is in the areas of personal and corporate tax compliance, corporate reorganizations and tax planning, personal tax planning, as well as trust and estate planning for high-net-worth individuals and family-owned businesses.
As a Financial Planning Specialist, Arun’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as, to identify and assess any related financial, tax, and retirement planning concerns you may have.
Will & Estate Consultant
Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.
Bryn Bezaire graduated from the University of Alberta with a B.A. in 2002 and with a Bachelor of Laws in 2005. She was called to the Alberta Bar in 2006.
Early in her career Bryn briefly practiced family law, but for the 14 years prior to joining RBC, she practiced exclusively in the areas of Wills, estate planning, incapacity planning, estate probate, estate administration, and trusts. Her practice included advising on high net worth estates, cross border estates, and tax matters relating to estate planning, as well as making various court applications including passing of accounts, validation and rectification, and Adult Guardianship and Trusteeship matters. The majority of her Wills and estates practice took place at a boutique Wills and estates law firm and later at a mid-sized full service law firm.
Bryn has spoken at many public and private seminars on the importance of proper estate planning, including planning for incapacity and succession. For many years she was a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Insurance Specialists
Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.
Denny is an active member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.
Katie Fiddler, B.Comm., CFP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Katie’s genuine interest in understanding client’s desires and objectives has been a key driver to her success. She works to build strong relationships with RBC’s clientele of affluent families, professionals, executives and business owners while partnering with their trusted advisors to ensure they receive a collaborative and mindful approach to their wealth planning needs.
As an Estate Planning Specialist, Katie lends her expertise by providing insurance-based solutions as a foundation for clients to strengthen their wealth goals of managing financial risk, protecting or transferring wealth while enhancing their ultimate estate plans.
Katie’s home away from office is in Sherwood Park, AB, where she was born and raised. She and her husband Chris have moved just outside of the city limits to an acreage where they are raising their 3 children who continually keep them on their toes with soccer games and dance practices.
Private Bankers
As a Private Banker with RBC Wealth Management, Private Banking, Nicole York-Joly provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in the Edmonton area.
Ms. York-Joly has been in financial services for 24 years. Prior to joining Private Banking, she was a Financial Planner with RBC Royal Bank, and worked closely with her clients in Sherwood Park to assist them in comprehensively addressing their financial affairs.
In her role as Private Banker, Ms. York-Joly now provides seamless banking and financial solutions for clients with often-complex banking and credit needs. As needed, she partners with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, domestic and international trust services.
Ms. York-Joly holds a Bachelor of Arts Degree, as well as the Certified Financial Planner (CFP) designation from the Canadian Securities Institute, which gives her insight into the ongoing needs of her clients - both from a planning and taxation perspective.
Ms. York-Joly grew up in Edmonton and Fort McMurray. She is active outside of the office, and takes part with both the Alberta Cerebral Palsy Association and the Terry Fox Foundation. She keeps busy outside of the office with gardening, running, reading and cross-country skiing. She enjoys spending time with her husband, daughter and 2 dogs.
Lia Cultraro brings over 23 years of experience in financial services to her role as Private Banker serving business owners, entrepreneurs, high-net-worth clients and their families in Edmonton and the surrounding area.
Lia was raised in an entrepreneurial family. By drawing on both her upbringing and background in financial planning, Lia delivers sophisticated banking, personalized short-and long-term lending solutions and flexible credit packages to her clients and their families. She collaborates with a variety of partners, both within RBC and externally, to deliver specialized wealth management planning, business owner planning, estate planning, and domestic and international trust structures.
Clients value the experience and expertise she brings to her role, including her background in mortgage credit, small business and relationship management. As a Certified Financial Planner (CFP), Lia is able to bring perspective to the advice she provides. To ensure personalized service and attention to detail, Lia works with a limited number of clients and their families. This approach allows her to spend more time simplifying her clients' lives.
Lia was raised in Edmonton, where she currently resides with her husband and adorable dog. Outside of the office she is an avid reader, enjoys martial arts, golf, biking, gourmet meals, and travelling. She is especially fond of animals and any charity that supports their well-being.