Our partners

"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."

Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.

While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.

As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

In addition to providing planning assistance to business owners (including incorporated professionals), Coady provides planning assistance to executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner- Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

Bryn Bezaire graduated from the University of Alberta with a B.A. in 2002 and with a Bachelor of Laws in 2005. She was called to the Alberta Bar in 2006.

Early in her career Bryn briefly practiced family law, but for the 14 years prior to joining RBC, she practiced exclusively in the areas of Wills, estate planning, incapacity planning, estate probate, estate administration, and trusts. Her practice included advising on high net worth estates, cross border estates, and tax matters relating to estate planning, as well as making various court applications including passing of accounts, validation and rectification, and Adult Guardianship and Trusteeship matters. The majority of her Wills and estates practice took place at a boutique Wills and estates law firm and later at a mid-sized full service law firm.

Bryn has spoken at many public and private seminars on the importance of proper estate planning, including planning for incapacity and succession. For many years she was a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.

Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations 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 is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.

Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.

Avideh has been a member of the following organizations:

• 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.

Maggie is both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas.

Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients.

As a Financial Planning Specialist, Maggie’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

Arun is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree from the University of Alberta and has completed CPA Canada's In-Depth Tax Course.

Prior to joining RBC, Arun was a tax manager with a large international public accounting firm. His professional focus is in the areas of personal and corporate tax compliance, corporate reorganizations and tax planning, personal tax planning, as well as trust and estate planning for high-net-worth individuals and family-owned businesses.

As a Financial Planning Specialist, Arun’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as, to identify and assess any related financial, tax, and retirement planning concerns you may have.

Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.

Denny is an active 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. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.

As a Private Banker with RBC Wealth Management, Geoff Nielsen brings over 14 years of diversified Retail and Commercial banking experience. Leveraging his Personal Financial Planner (PFP) designation, he provides comprehensive wealth management and financing strategies to professionals, high-net-worth business owners, executives and their families in Edmonton and Fort McMurray.

Drawing on his previous experience as a Healthcare Specialist in Commercial Banking, Geoff has a deep understanding of leveraging cash flow to build significant wealth strategies for Professional Corporations and related Holding Companies.

Geoff and his team provide customized and integrated solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. Working with a selective client base ensures a high level of personalized service. He leverages his broad range of domestic and international experts who provide investments, commercial banking, and domestic and international trust services; enabling him to deliver comprehensive financial strategies.

Geoff is a proud father of two young daughters and can be found on the soccer field coaching their respective teams. He's considered a sports fanatic that appreciates the value of healthy competition and enjoys playing hockey and golf in his spare time.