Vice-President, High Net Worth Planning Services,Family Office Services, RBC Wealth Management
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.
Vice-President & Will & Estate Consultant, Family Office Services, 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.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
Financial Planning Specialist, Family Office Services, RBC Wealth Management
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 private banker with RBC Wealth Management, Jared Seto provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families throughout the Greater Toronto Area.
Jared works closely with his clients to provide seamless, unparalleled banking and financial solutions for their often-complex banking and credit needs. When necessary, he may partner with specialists from across RBC to provide a complete range of investment management, estate planning and philanthropic strategies, domestic, and international trust services. Through this customized private banking experience, his clients can simplify the many details of their financial lives and focus on their career and personal goals.
With over 14 years at RBC, Jared brings tremendous banking experience to his Toronto-area Private Banking clients, their families, and their businesses. His main experience is as a dedicated financial planner serving over 400 high-net-worth clients. Most recently he was a leading senior financial planner in the healthcare sector in the Greater Toronto Region, working with many medical and dental professionals.
Jared holds the Personal Financial Planner (PFPC) designation and Qualified Associate Financial Planner (QAFP) certification, and has been recognized for his work in the healthcare space.