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.
Gord McFarland, CPA, CA
Financial Planning Specialist, Family Office Services, RBC Wealth Management
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.
As a Senior Trust Advisor, Karen Snowdon-Steacy is responsible for managing a complex book of accounts, and services clients throughout the Greater Toronto Area. Karen works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Karen can help. Karen also has specialized and experience in advising on philanthropic and charitable giving strategies for clients who wish to leave a lasting legacy.
A graduate of Victoria University at the University of Toronto specializing in history and political science, Karen has continued to deepen her knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Karen is a full member of STEP.
With 30 years of experience, Karen is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans.
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.
Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.
Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.
Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.