Ted Chan, B.Com., CFP, CLU, CIM, FCSI, TEP
Financial Planning Specialist, RBC Family Office Services
Ted prepares comprehensive Personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning.
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
Ted believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Prashant Patel, CFP, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
Peter Mulrooney brings more than 20 years of experience in financial services to his role as Private Banker, in which he delivers personalized, discreet financial counsel to a select group of clients throughout the greater Toronto area.
As Private Banker, Peter and his team – which includes dedicated Private Banking Associates and a Credit Structures Manager – collaborate with RBC partners in Canada and around the world to provide tailored banking solutions to business owners, wealthy families, executives and professionals. Based on a deep understanding of each client’s unique circumstances, solutions may include specialized wealth management planning, business owner planning, estate planning, along with domestic and international trust structures. Through this customized Private Banking experience, his clients are able to simplify the many details of their financial lives and focus on their career and personal goals.
By working with a relatively small number of clients, Peter is able to ensure responsive service and the level of attention his clients require to focus on other aspects of their lives. When necessary, he will work with his clients’ other professional advisors to deliver comprehensive, integrated financial solutions.
Peter began his career in the financial industry in 1992 after graduating from Memorial University with a Bachelor of Commerce degree. His experience includes personal and commercial banking, financial planning, finance, and sales strategy. Peter holds a Master of Business Administration degree from Dalhousie University, the Specialist – Trust Institute Diploma (STI), and the Personal Financial Planner (PFP) designation.
Peter enjoys spending time with his wife Nichola and daughter, Robyn. His leisure activities include boating, hockey, indoor cycling, and reading.
Barrington Grey, CFP, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.