Financial Planning Specialist
Florence Phelps, CPA, CGA, CPA (Vermont USA)
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Florence is both a Canadian Chartered Professional Accountant (CPA, CGA) and a U.S. Certified Public Accountant (CPA, Vermont USA). She has over 20 years
of tax experience including 6 years as a tax practitioner at one of the leading international public accounting firms.
Prior to joining RBC, her role as a manager in the cross-border tax group included Canadian and U.S. personal tax planning and preparation for a variety of individuals including high-net-worth, U.S. citizens resident in Canada, and Canadians owning U.S. properties. She also provided tax planning consultations for employees of private Canadian corporations working or transferring cross- border. Additionally, her prior career experience involved Canadian corporate and trust tax planning and preparation services.
As a Financial Planning Specialist, Florence’s role is to work with and support your RBC advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.
Wills & Estate Specialist
Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.
Estate Planning Specialist
Denny Smith, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.
Denny is an active member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.
Private Banker
Maya Diab
Private Banker, RBC Private Banking
With over 25 years in the financial services industry, Maya Diab has extensive experience working with high net worth individuals and their families, business owners, and corporations in Edmonton and the surrounding area. She believes that the client relationship is built on open communication and trust, and she is passionate about delivering exceptional experiences working one-on-one with each client. By drawing upon the full spectrum of specialists available both internally and externally, she follows a sophisticated wealth management and planning process, offers domestic and international trust structures, and consistently delivers sound advice and optimal solutions to her clients.
Clients value the experience, perspective and expertise that Maya brings to the relationship, including her 16 year service as a Personal Financial Planner (PFP) in Dubai UAE. With attention to detail is paramount, she offers a truly personalized and differentiated service – as a result, Maya works intimately with a limited number of clients and their families. This approach allows her to spend more time deeply understanding her clients' needs – helping them simplify their financial journey.
Maya was raised in United Arab Emirates and has made Sherwood Park, Alberta her new home. She is a caring individual who loves to help and educate her clients and everyone around her. Outside the office, she gives back to her local community, and is involved in various volunteering opportunities at Mustard seeds, Little Worriers and the Sherwood Park food bank. Spending time with her family is her favourite pastime, and they enjoy travelling, cooking and watching movies together.