Estate Planning Specialist (Insurance)
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. He and Estate Planning Specialist Leisa Fels have varied yet complementary skillsets that allow them to serve every client’s needs.
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.
Will & Estate Consultant
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.
Financial Planning Specialist
Sandra is a Chartered Professional Accountant (CPA, CA). Sandra completed her Bachelor of Business Administration degree (major in Accounting) at Okanagan College School of Business.
Prior to joining RBC, she was a senior manager at a leading Canadian public accounting firm. Sandra specialized in providing accounting, personal and corporate tax advice to midsized owner manager and high net worth clients.
Sandra’s role at RBC is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Estate & Trust Advisor
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.
High Net Worth Planning Services
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Coady specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Coady was called to the Bar in Ontario (in 1992) and in Alberta (in 1998). Coady’s expertise includes tax and estate planning for high net worth individuals and families, professionals and business owners.
Coady is a tax lawyer and his educational background includes the completion of the CICA In Depth Tax Course (Levels I, II and III), a finance degree from Bishop’s University and a law degree from Dalhousie University. Coady is also a member of the Canadian Tax Foundation.
Wealth Planning Consultation
Coady works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.
To schedule a meeting with Coady Cormier please contact your RBC advisor.