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Barrington Grey, CLU, CFP®, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Relationships are the new wealth. From my perspective, nothing is more important in life than having strong relationships. Relationships with my family, my friends and with my business partners.
My team fosters the strongest possible professional relationships with our internal partners' clients and their respective external advisors. With that collaborative strength, great outcomes can be achieved. That's why we believe relationships are the new wealth. They are essential if we are to understand clients' dreams and deliver on our mission: to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.
We bind one generation to the next through the powerful tool of tax-exempt insurance. We enhance the lives of our client families forever, by helping them have the choices that only financial security can bring.
Ariel-Charles Guigui, B. Admin, LL.B, TEP
Vice-President & Will & Estate Consultant, RBC Wealth Management
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.
Ted prepares comprehensive Personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning.
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
Ted believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.