High Net Worth Planning Specialists
Faisal Jamal, CPA, CA
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
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.
Estate Planning Specialists
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.
Will & Estate Specialists
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.
Royal Trust, Estate Advisors
Russell Kane brings over 30 years of experience to his role as Regional Trust Advisor to the Southern Alberta market. His depth of knowledge, coupled with his professionalism and dedication to client service, serves him well in dealing with the complexities of estate settlement.
Russell provides tailored solutions 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. He is a member of the Estate Planning Council of Calgary, and works with allied professionals to keep abreast of current issues involving estate planning.
Russell understands that the role of executor is a difficult one and will take the time to make sure that clients are aware of the complete range of estate, trust and charitable resources offered by RBC. He helps executors to identify where RBC can help to lift the burden of estate administration, whether assisting with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.
As a highly skilled Regional Trust Advisor, Russell can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients also appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with estate administration.
Active in his community, Russell is an active member and past President of both the Rotary Club of Calgary Centennial and the Kinsmen Club of Calgary, the Treasurer of the Kinsmen Club of Calgary Foundation, and Chair of the Calgary Stampede Lotteries Committee. He served as Board Chair and Director for the Big Brothers and Sisters, Peace River region, and for the CanLearn Society in Calgary.