Vice President, Business Owner Specialist, RBC Family Office Services
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.
Victoria Schneider, JD, TEP
Vice President and Will & Estate Consultant, RBC Family Office Services
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.
Smitha Mathew
Premier Banking Advisor, RBC Royal Bank
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.
