Our RBC Partners

As a Premier Banking Advisor for Ontario North and East (ONE), Jag Swamy works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 10 years of industry experience in financial services and 4 years with RBC, Jag has gained the respect of his clients and his peers through his experience, knowledge and customer focused attitude, while also being recognized as a leader and top performer.

Born and raised in Montreal, Jag holds a Degree in Business Administration from the University of Ottawa, a Diploma of Information Technology Professional, holds the Financial Planning 1 and Branch Compliance Officer accreditation, while continuing work to build on his financial acumen.

Jag and his family live in the Kingston area, where he has joined RBC's disability awareness initiative. When Jag is not working hard for his clients, he enjoys spending time with his family, swimming, meditating, yoga, travelling and cheering on his kids' baseball.

His passion for learning, a focus on teamwork, and a true desire to make a difference in clients' lives will deliver an Exceptional Experience with the Private Banking Premier team.

With more than 20 years of experience in public accounting, Gord brings a wealth of knowledge in the areas of tax minimization, mergers and acquisitions, business succession, and estate planning.

Prior to joining RBC Family Office Services, Gord was a partner at both local and national accounting firms, where he focused on helping individuals and businesses navigate complex financial planning and tax matters with clarity and confidence.

Gord is a Chartered Professional Accountant who in 2024 was recognized as a Fellow of CPA Ontario (FCPA, FCA). Gord is a Certified Financial Planner professional who also holds an Honours Bachelor of Business Administration degree with high distinction, from the University of Toronto. Gord has completed the Canadian Institute of Chartered Accountants’ Income Tax Practitioner’s course, and has lectured at the University of Toronto.

Gord is active in the community in governance roles for charitable organizations, and in his free time enjoys golfing, piano and spending time at the lake with his wife and two daughters.

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. 

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts. 

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning. 

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan. 

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients. 

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.