Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at fee-based financial planning companies servicing affluent clients ranging from corporate executives, small business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.
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, B. Comm., MBA, PFP, STI
Peter provides tailored banking solutions to business owners, wealthy families, executives and professionals based on a deep understanding of their personal needs and circumstances. In addition to top-quality banking and credit solutions, Peter connects his clients with specialists in discretionary and non-discretionary investing, estate planning, trust structures and more through his strong ties with RBC partners in Canada and around the world.
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, Specialist – Trust Institute Diploma (STI), and is an accredited Personal Financial Planner (PFP).
Barrington Grey, CFP, CLU
Vice President and Estate Planning Specialist
Barrington’s mission is simple: To ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.
With over 25 years in the life insurance industry and more than 21 years at RBC Wealth Management, Barrington’s remarkable ability to deliver on this promise is based on having the strongest relationships in the business. Clients, along with their tax accountants, have come to rely on Barrington’s specialized knowledge and advice as a recognized specialist on insurance-based wealth enhancement and protection. Barrington can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, tax-efficient insurance solutions, Barrington evaluates various insurance offerings from Canada’s top-ranked insurance providers. Barrington is an accredited Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Barrington is regularly called upon as a featured speaker at national conferences held by leading life insurers and affiliated industry associations.