Rebecca Henri, CFP, TEP
Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management
Rebecca is recognized as an experienced and proven expert in the field of comprehensive financial planning within Canada’s leading wealth management firm. Over many years she has helped countless high-net-worth families understand how to deal with complex tax, estate, retirement and business succession planning decisions, and most importantly, how to help clients accomplish their stated objectives with their wealth.
Rebecca holds a CFP designation which is the industry recognized gold standard for financial planning. In addition, she holds the TEP designation as a member of the Canadian association of the Society of Trust and Estate Practitioners, a worldwide organization of professionals who practice in the areas of wealth structuring, tax planning, estate planning, insurance planning, philanthropy, business succession planning, and the intergenerational transfer of wealth.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
To schedule a meeting with Rebecca Henri, please contact your advisor.
Grant Henri, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
Colin Ardill, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
You’re the biggest beneficiary.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.