Your Extended Team

Prior to joining RBC, Shauna was employed as a tax manager at one of the largest multi-national public accounting firms where she specialized in accounting, tax planning and compliance for individuals, owner-managed businesses and corporate clients.
Shauna is a Certified Financial Planner professional. She received her Bachelor of Commerce (major in accounting; minor in finance) from the University of Alberta. She has completed Levels 1 and 2 of the CICA’s In-depth Tax Course.

Shauna’s primary role at RBC is to work together with the advisors in preparing and presenting comprehensive Compass Financial Plans.

Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason’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.

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.

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).

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.

Danielle is committed to delivering a positive and professional client experience with a hands-on, collaborative approach that prioritizes each client's unique estate planning goals and needs. She focuses on providing exceptional service by fostering clear and effective communication between clients and their advisors. Danielle takes the time to understand each client's situation, creating a tailored strategy to help achieve both short-term and long-term financial goals.

With over 10 years of experience at RBC, Danielle continues to expand her expertise in the industry. Danielle has earned the Certified Financial Planner (CFP) designation and she is passionate about using her knowledge and experience to support clients and positively impact the community.

Outside of work, Danielle and her husband, Mack, enjoy exploring the mountains with their two dogs, Charlie and Gus.