Specialized Financial Planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. To schedule a meeting with Tim Squire, please contact your advisor.
Tim Squire, FCGA, CFP, CLU, FMA
Financial Planning Specialist
Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients. Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tims extensive expertise and experience helps clients address all areas of financial planning. Tim is a Certified General Accountant and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner and Chartered Life Underwriter (a wealth transfer and estate planning designation).
Avideh Parent, LL.B., TEP
Will & Estate Consultant
Avideh Musgrave is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organisations 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 prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration. Avideh is also an active member of the following organisations:
Society of Trust and Estate Practitioners (STEP);
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;
Etown Salsa Dance Team.
Colin Biblow
Estate Planning Specialist
Colin is a valuable member of your advisors team, helping you create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan. Specializing in estate planning, Colin is able to provide innovative and tax efficient solutions to various wealth management issues. Additionally, he is able to focus on personal and corporate solutions while addressing needs related to estate preservation, excess taxation and farm and business succession planning. Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011. Attending the University of Reginas Faculty of Administration, Colin completed his degree in 2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a 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. Colin lives in Saskatoon with his wife and daughter. He is very active in community organizations and volunteers numerous hours throughout the year with a variety of community service groups.
The Will & Estate Consultants and Specialists work closely with you to provide you with information on structuring your estate in an efficient and tax effective manner.
Wealth Management Professionals
RBC Dominion Securities is Canadas leader in wealth management including top ranked research, strategies and an unparalleled selection of investments. In addition, our partners in RBC Financial Group, provide numerous banking and insurance services. Through Jims team, you have access to the considerable resources and expertise of RBC.