Wealth Management Services team
Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with Financial Planning, Will & Estate Planning, Insurance Strategies, High Net Worth Business Owner Planning and Private Banking solutions.
Garry T. Bard, B.A., LL.B, TEP
Will and Estate Consultant
Called to the Ontario Bar in 1987, Garry has devoted his career to providing proactive planning advice to both individuals and businesses with estate and succession planning concerns. Garry works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Garry will provide you with a report outling various estate planning issues for you to explore in further detail with your accountant and/or lawyer.
Estate Planning Specialist
Colin will focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through life insurance, annuity, and living benefits solutions. Colin's passion is in helping clients understand their situation from an insurance professional's perspective. Using a comprehensive, 3-dimensional approach, Colin looks at what's important to a client. Whether it's transferring wealth to the next generation, spending with confidence in retirement, or for the business owner, growing and protecting assets, Colin understands the every situation is unique and requires the expertise of an insurance planning specialist.
Robyn Solnik, LL.B, TEP
Vice-President, High Net Worth Planning Services
Robyn, together with our team, helps you explore succession, tax, retirement and estate planning issues you face as a high-net worth client. Robyn will 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.
Kevin brings more than 20 years of experience in financial services to his role as Private Banker, in which he provides personalized, discrete financial counsel to a select group of high-net-worth business owners, entrepreneurs, professionals and their families throughout the Greater Toronto Area, particularly Vaughan, Richmond Hill, Aurora, Newmarket and Barrie. As a Private Banker, Kevin partners with his clients to deliver sophisticated banking, personalized short and long-term lending solutions and flexible credit packages.
James Wong, C.P.A, C.A, CBV
High Net Worth Planning Services
James has spent the majority of his career in various capacities advising owners of privately held businesses. Now with RBC, he can help business owner clients explore succession, tax, retirement and estate planning issues.