Meet our partners

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.

Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.

Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.

Lauren obtained her Bachelor of Arts degree from Saint Mary’s University and her Juris Doctor degree from Dalhousie University. She is a member of the Law Society of Alberta and is currently enrolled as a student member with the Society of Trust and Estate Practitioners, working to obtain her Trust and Estate Practitioners (TEP) designation.

Prior to joining RBC, Lauren’s practice focused primarily on estate planning matters including Wills, personal directives and powers of attorney, as well as trusts and estate administration matters. She also has experience in estate litigation and family law.

As a Premier Banking Advisor, Smitha Mathew provides banking and credit solutions to select High Net Worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the Region. Smitha provides personalized service, and tailored advice to her clients, to efficiently and effectively manage their day-to-day banking needs.

With over 11 years in the Financial Services Industry, Smitha has been with RBC for 9 years. Prior to her current position, she worked for 4 years as a Financial Advisor/Manager Delegate providing excellent customer service and relationship management to her clients. She is a top performer, and has received many awards for outstanding performance.

Smitha holds a Masters in Commerce Degree. She is also committed to giving back to her community, through volunteering at the New Immigrant Services Society and Animal Rescue Center.

Smitha was born in Kerala, India and moved to Canada in 2006. Smitha currently resides in the Calgary area, is married and has two children. She enjoys reading, hiking and cooking.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 8 children.

Angus has more than a decade of experience in charitable giving and legacy planning. He currently contributes this expertise to RBC Family Office Services, where he collaborates closely with advisors, clients and their families. Together, they devise tailored giving strategies that harmonize the client's goals and values with their philanthropic aspirations and seamlessly integrate into their overall wealth management objectives.
He possesses distinctive insights gained from his involvement in establishing and managing a private foundation that provided donor-advised fund and philanthropic solutions to advisors and clients while at Gluskin Sheff.
Furthermore, his extensive knowledge of legacy planning, capital campaigns, and intricate gift structures stems from his previous roles with Sickkids Foundation and RBC Royal Trust.
Angus is a member of the Canadian Association of Gift Planners (CAGP), co-chair of the GTA CAGP Education Committee, and faculty member of the National CAGP Estate Fundamentals course. He has achieved his TEP designation from STEP (The Society of Trust and Estate Practitioners).
Philanthropic advisory services
Angus works closely with your advisor to identify strategies and solutions that merge your charitable giving intentions with your financial goals and objectives in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your advisor, accountant, or lawyer.
To schedule a meeting with Angus Gordon, please contact your advisor.