Our Extended Team Members
Tracey Goldie, CLU
Vice President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Prior to joining RBC Family Office Services, Gord has been a Partner in both a local and a national accounting firm where he focused his attention on providing tailored service to professionals and owner-managed businesses. With over 20 years of experience in public accounting, Gord brings a wealth of knowledge in the areas of tax minimization, mergers and acquisitions, business succession and estate planning.
Gord is a Chartered Professional Accountant (CPA, CA) and holds an Honours Bachelor of Business Administration degree, obtained with high distinction from the University of Toronto. Gord has also completed the Canadian Institute of Chartered Accountants’ Income Tax Practitioner’s course and has lectured at the University of Toronto.
On a personal level, Gord enjoys golfing, baseball, and spending time at the lake with his wife and two young daughters. Gord is currently the Treasurer and Past Chair of the Board of Directors for the Peterborough Regional Health Centre Foundation, Treasurer of The Peterborough Executive Club, and is a past Treasurer and Director of Trent Child Care Centre, and past-President of the Peterborough Sales & Ad Club.
Gord will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.
Abby Kassar, CPA, CA, CFP, TEP, FEA
Vice President, Business Owner Specialist, RBC Family Office Services
As a Business Owner Specialist, High Net Worth Planning Services, Abby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.
Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In- Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients.
Mark specializes in tax, estate and retirement planning for high-net-worth and ultra-high-net-worth families. He also assists individuals facing significant life events (i.e., sale of a business, financial windfall, retirement, death in the family, immigration to or emigration from Canada, marriage or divorce, etc.).
Prior to joining RBC, Mark worked at a boutique wealth management firm where he focused on Canadian tax, U.S. tax and comprehensive wealth planning to business owners, executives, retirees and professional athletes. He also spent over a decade in public accounting practice rendering tax planning, research and dispute resolution services.
Mark is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). He holds Master of Accounting and Bachelor of Mathematics degrees from the University of Waterloo. Mark has also completed and taught at the CPA Canada In-Depth Tax Course.
Complimentary Business Owner Planning
As a valued client, you are entitled to complimentary business owner consultations with a highly qualified Business Owner Specialist.
As your Business Owner Specialist, Mark will work closely with your advisor to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.
Ariel-Charles Guigui, B. Admin, LL.B, TEP
Vice-President & Will & Estate Consultant, RBC Family Office Services
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.
He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Northeastern Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.
A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.
Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Royal Trust partners, she can find the solution that’s right for you.
Alda Tropea brings more than 30 years of trust industry experience to her role as an Estate and Trust Advisor.
Alda’s depth of experience, coupled with her professionalism and dedication to client service, serves her well in her current role. She understands that the role of an executor is a difficult one and her sensitive handling of evolving family dynamics have earned her a reputation as a trusted advisor. An expert focused on executor services, she helps executors identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf. Alda can provide customized solutions to help individuals carry out their executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
A graduate of McGill University, with a Bachelor of Commerce in Finance, Alda has attained the key industry designations of Senior Trust Officer(Institute of Canadian Bankers) and Financial Planner (Quebec Institute of Financial Planners - IQPF), and is a member of the Society of Trust and Estate Practitioners (STEP).
Alda’s solid reputation as an estate and trust specialist is valued by clients who rely on her when it comes to discussing estate settlement and administration services, trustee and power of attorney services, as well as other specialized services offered through RBC Royal Trust throughout Canada.
Alda’s dedication to clients has been recognized by the Award of Excellence, one of RBC’s highest honours. She is fluent in English, French and Italian.
Julia brings over two decades of extensive banking, lending, and financial planning experience to RBC Wealth Management, Private Banking. As a Private Banker, Julia provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Oshawa, Julia works with a select number of clients in Durham, Peterborough, Kawartha Lakes and Northumberland County, to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. Her goal is to deliver unparalleled service while building lasting relationships based on trust and a thorough understanding of each client's unique needs and goals.
When necessary, she collaborates with specialists across RBC to provide clients with a complete range of complementary services. These services range from investment management, to estate and legacy planning, from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long-term goals.
Julia draws on more than 25 years of experience within RBC, consisting of a wide range of roles in retail banking, leadership and wealth management. After earning a MBA in Financial Services from Dalhousie University, Julia has continued to deepen her knowledge and expertise with key industry designations such as Personal Financial Planning. To support the community, she has participated various charities such as Run for Women, CN Tower Climb and Race for kids.
Away from the office, Julia enjoys spending time in nature, hiking and discovering new trails within Durham, and north east of Durham region.
Julia lives in Whitby with her husband and two sons.
As a Premier Banking Advisor for Ontario North East area (ONE), Tanvi works as a single point of contact providing personal banking and credit solutions for select clients of RBC Wealth Management Canada & their families. Partnering with Investment Advisors & Counsellors across this region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over 10 years of experience in personal banking services with RBC, she is respected by clients, peers and the industry and has enjoyed success in her several roles during her career. She was recently working as a Financial Advisor in Greater Toronto Area for over 4 years, with always a focus on assisting clients with achieving their future goals. Prior to join RBC in Canada, Tanvi used to work in the Banking industry in India for many years. She has her Masters of Commerce Degree from University of Mumbai, India in Business & Financial Management.
During her free time, Tanvi loves spending time with her family and friends, travelling and listening to music, enjoys cooking and baking. Born and raised in Mumbai, India, migrated to Canada around 2007, she resides now in Ajax. Tanvi fluently speaks English, Hindi and Marathi.
As a Premier Banking Advisor for Ontario North and East (ONE), Jag Swamy works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over 10 years of industry experience in financial services and 4 years with RBC, Jag has gained the respect of his clients and his peers through his experience, knowledge and customer focused attitude, while also being recognized as a leader and top performer.
Born and raised in Montreal, Jag holds a Degree in Business Administration from the University of Ottawa, a Diploma of Information Technology Professional, holds the Financial Planning 1 and Branch Compliance Officer accreditation, while continuing work to build on his financial acumen.
Jag and his family live in the Kingston area, where he has joined RBC's disability awareness initiative. When Jag is not working hard for his clients, he enjoys spending time with his family, swimming, meditating, yoga, travelling and cheering on his kids' baseball.
His passion for learning, a focus on teamwork, and a true desire to make a difference in clients' lives will deliver an Exceptional Experience with the Private Banking Premier team.