We realize financial planning is a complex field. As a result we incorporate other professionals into our business to design and implement the strategies that will help you to achieve your goals.
We have created a strong network of professionals that can assist you with:
- Personal and corporate banking solutions through RBC
- Wills and powers of attorney
- Corporate matters including incorporations and other legal issues
- Tax returns and implementation of complex tax strategies
- Business valuations and succession plans
- Employment matters
- Group financial solutions including investment and benefit plans
Kari Mathews, CFP, FMA, BA
Financial Planing consultant
Kari joined RBC Dominion Securities in January 2007. She holds the Certified Financial Planner and the Financial Management Advisor designations. Kari works as a Financial Planner in both the Cobourg and Peterborough offices. She has 10 years experience in the financial sector and a strong background in accounting and finance. Kari completed her BA at the University of Waterloo and is also a Level Three CGA candidate.
Kari 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.
Ariel Guigui, LL.B
Will and Estate Consultant
Ariel's significant practical experience inestate planning and estate administration, coupled with his legal background, allows him to offer comprehensive guidance on your estate plan. Ariel works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner.
Ariel obtained his undergraduate business degree as well as his law degree from the University of Ottawa, and was called to the bar in 1996. Ariel spent five years teaching Real Estate Law and Estate Law at a major college in Ottawa, and twelve years at a major trust company in a number of positions, culminating in the role of Trust Manager.