Our Extended Team
John Simes, LL.B
Will & Estate Consultant
John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities, 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.
Kelly Kotello, B. Comm., CA
Financial Planning Specialist
Kelly is a Chartered Accountant (CA) with over ten 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 and 2 of the CICA In-Depth Tax Course.
Prior to joining RBC, Kelly was a tax manager at one of the leading international public accounting firms where she specialized in providing tax preparation and tax planning to individuals, owners, managers, corporate, and high net worth clients.
Kelly's role is to work with and support Lisa in preparing and presenting comprehensive Compass Financial Plans.
Coady Cormier, BBA, LL.B, TEP
Ultra High-Net-Worth Planning Specialist
Coady has assisted high-net-worth and ultra high-net-worth families with tax and estate planning since 1992. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts. His expertise includes tax and estate planning for executives, business owners, professionals, retirees, and individuals with U.S. issues. Coady's background includes the CIAC In-Depth Tax Course (Parts I, II and III), a law degree from Dalhousie Law School, and a finance degree from Bishop's University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal, and estate professional in private practice, in government, and with a trust company. Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections), and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a full Life Insurance Licence in Alberta.
Michelle Kasper, TEP, CFP, PFP
Senior Trust Advisor
As a Senior Trust Advisor, Michelle serves clients throughout Southern Alberta. Michelle has been a trust professional since 1995, and provides leadership and direction on Trust and Estate matters. Michelle works with individuals, families, and businesses to provide customized estate, trust, and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Michelle can help.
A graduate of the University of Calgary with a Bachelor of Arts degree, Michelle has continued to deepen her knowledge and expertise with key industry designations including the Trust and Estate Planner (TEP), Certified Financial Planner (CFP), and Personal Financial Planner (PFP). Michelle is also a member of the Calgary Estate Planning Council.
Leisa Fels, CFP, CLU, CHS, FCSI
Estate Planning Specialist
Leisa has over 20 years of investment and insurance industry experience. Working collaboratively with Lisa, she has an innate ability to connect with clients to discover their core values, and then customize financial solutions to protect those values. Born and raised in Australia, Leisa is married with 4 children and lives in the Foothills of Alberta.