Our Extended Team

Coady’s expertise includes tax and estate planning for business owners, professionals, 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).

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

Abe is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree (major in Accounting) from the Haskayne School of Business at the University of Calgary and has also completed all three levels of CPA Canada’s In-Depth Tax Course.

In his previous role, Abe was a tax manager at one of the largest international public accounting firms. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Abe’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Abe’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, tax and retirement planning concerns you might have.

Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.

Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.

Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.

Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.

Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.

With over 30 years' experience in the financial services industry, Todd has spent the majority of his time working directly with business and agricultural owners and their professional advisors to create and preserve their wealth. In doing so, Todd works alongside your trusted advisor and utilizes unique and customized insurance solutions that address both your short and long-term wealth management goals related to your personal and/or corporate financial needs.

Todd earned both his Bachelor of Economics and Commerce degrees from the University of Alberta. In addition, he holds designations as a Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP) and is an active member of both Advocis and CALU (Conference of Advanced Life Underwriters).

Staying busy, Todd has two grown children and is actively engaged in outdoor activities such with skiing, hiking, horseback riding along with volunteering in his community.

Lauren obtained her Bachelor of Arts degree from Saint Mary’s University and her Juris Doctor degree from Dalhousie University. She is a member of the Law Society of Alberta and is currently enrolled as a student member with the Society of Trust and Estate Practitioners, working to obtain her Trust and Estate Practitioners (TEP) designation.

Prior to joining RBC, Lauren’s practice focused primarily on estate planning matters including Wills, personal directives and powers of attorney, as well as trusts and estate administration matters. She also has experience in estate litigation and family law.

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

As a Senior Will and Estate Advisor for the Prairies Region, Anisa brings an 
approach to estate planning that centers on understanding and addressing 
the unique needs of each client. She works collaboratively with clients and 
their trusted advisors to help craft a comprehensive, effective estate plan 
that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the 
University of Western Ontario, and a Law degree (LL.B) from the University 
of Birmingham, England, for which she graduated with honours. Anisa 
has continued to deepen her knowledge and expertise with key industry 
memberships—she is a member with the Law Society of Alberta, and a 
member of the Wills and Estates section of the Canadian Bar Association. 
Whether clients hope to protect a disabled heir, incorporate succession 
planning for their business, address the unique concerns arising from 
second spouses and blended families, minimize family conflicts, or deal with 
beneficiaries or assets that are situated outside of Canada, Anisa can help 
craft a tailored estate plan that meets their individual needs. 
The combination of her professional expertise and her commitment to 
provide practical solutions makes Anisa an invaluable resource for both 
clients and their financial advisors.

Audrey Miller is a registered Social Worker with over 30 years of experience counselling individuals and families on health and rehabilitation. She is the founder and Managing Director of Elder Caring Inc. a consulting firm that provides direct care management services to seniors, their caregivers and families. 

In addition to her consultation services, Audrey is a trusted advisor educating professionals in the legal and financial communities about ageing issues and the needs of caregivers. She is the author of hundreds of articles and blogs and shares her expertise on her website www.eldercaring.ca. She also has several videos available on the eCaring Channel. 

About Elder Caring Inc. 

Elder Caring Inc. is a national care management company established by Audrey Miller in 2004 with a mission to help improve the living situation of older Canadians and make recommendations about living well, at home or in assisted living settings. Elder Caring Inc. is comprised of a team of experts in Social Work, Occupational Therapy and other allied health professions with years of experience providing care management while working with the disabled, older adults, their families and caregivers. Understanding that access to elder care services can reduce stress and improve the well-being of older individuals, the consultants at Elder Caring Inc. help families navigate the health care system, assess and access resources and in some cases, act as an advocate for the individual. 

The Wellness Binder™

Audrey is well-known for her Wellness Binder™ which the Financial Post deemed “A Planning Tool With A Difference”. This binder catalogues health, personal and caring information and serves as a reference for caregivers who may need to make decisions on behalf of someone who is vulnerable or incapacitated. 

Rahul brings more than eight years of financial services experience to his role as Regional Trust Advisor in Calgary, Alberta. His depth of experience, coupled with his professionalism and dedication to client service, serves Rahul well in dealing with the complexities of estate settlement. Rahul works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor. A graduate of the University of Calgary specializing in Psychology, Rahul has continued to deepen his knowledge and expertise with key industry designations, such as the Personal Financial Planner (PFP) designation, and is currently pursuing the Trust and Estate Practitioner (TEP) designation. Rahul can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He will provide a tailored solution to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.

With over 20 years of experience within the group retirement industry, Demetra has a passion for helping companies achieve their goals to be recognized as a top employer as well as helping employees achieve their financial dreams. As a Group Consultant for RBC Group Advantage, Demetra assists companies in structuring retirement plans to get the most out of their workforce.

Katie Brunet draws on nearly 15 years with RBC. She works with her team to create sophisticated banking packages, wealth and legacy planning as well as high-end credit solutions for her clients and their families. She has an extensive background in business banking that she also draws on when working with business owners to provide creative wealth management strategies.

Katie's primary goal is to provide a tailored and customized wealth management solution for her clients. She works closely with specialists throughout RBC to provide a tailored suite of services - including complex credit solutions, cash management, business solutions, and estate and tax planning.

Katie has completed both her Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations, and has obtained her Bachelor of Commerce from Saint Mary's University in Halifax, Nova Scotia.

Born and raised in New Brunswick, she enjoys travelling east to visit her family on her time away, and also likes to spend her free time skiing, biking, or enjoying outdoor activities.