Ryan Leung, CPA, CA, CFP, TEP, FEA, CLU
Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management
Ryan is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Chartered Life Underwriter (CLU). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting. He is a member of the Canadian Tax Foundation, Family Enterprise Canada, and The Society of Trust & Estate Practitioners (Canada).
In his previous role as a tax manager at one of the global major accounting firms, Ryan specialized in providing tax planning services to high-net-worth families, private businesses, estates, trusts and partnerships. His work focused on tax minimization strategies and reorganizations.
Ryan’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 planning concerns you may have.
Christopher O’Toole, BA, CLU, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
I don’t accept ‘good enough’ and love a challenge – so I partner with clients to provide creative solutions that help them meet their evolving estate planning and insurance needs.
For Chris, trust is everything. He recognizes that trust can only be established once it has been built and requires him to excel personally and professionally. He’s made a career of building strong relationships by ensuring he never takes anything for granted and always delivers on his promises. Chris provides first-class service by consistently bringing product knowledge, informed support, and most importantly, new ideas to address your unique needs.
Having joined the financial industry in 2001, Chris spent many years working for one of Canada’s most prominent life insurance companies. Seeking to improve and maintain his professional knowledge, Chris has earned the Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Elder Planning Counselor (EPC®) designations.
Robyn Solnik, LL.B, TEP
Vice-President, High Net Worth Planning Services,Family Office Services, RBC Wealth Management
Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
As a Premier Banking Advisor, Varsha Parray provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the Richmond Hill, Vaughan, Newmarket and Aurora regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 10 years of experience in financial services with RBC, Varsha is respected by her clients and industry peers, and has received top performer recognition.
Varsha is committed to giving back to her community, and volunteered and participated in the RBC Race for the Kids.
Born in Trinidad in the West Indies and raised in Toronto from the age of 7, Varsha holds a Bachelor of Arts in Psychology Degree from York University and a Human Resource Management Certificate from Seneca College.
She currently resides in the Toronto area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time with her family and friends, reading and developing her green thumb.