Our partners

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

Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.

Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.

In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.

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

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian

Tax Foundation.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.

Michael completed his Bachelor of Arts degree from the University of Toronto in 2013 before obtaining a Juris Doctor degree from Queen's University in Kingston, Ontario in 2016. He was called to the Bar of Ontario in 2017 and is a member in good standing with the Law Society of Ontario.

Prior to joining RBC, he practiced law at a boutique firm in Toronto, specializing in the areas of Wills and estate planning and corporate/commercial law. While in private practice, he advised clients on a diverse array of estate planning issues including business succession, trust planning, and planning for clients with disabled beneficiaries.

As a Will & Estate Consultant with RBC, he brings his client-centric approach to ensure that individuals receive expert advice tailored to their unique needs and circumstances.

Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.

Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.

As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.

Honor obtained her Bachelor of Arts from McGill University, Master of Arts from Queen's University and Juris Doctor from the University of Western Ontario (Western Law). Honor holds the designation of TEP (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). Honor is a member of the Law Society of Ontario, STEP Canada, the Estate Planning Council of Toronto, Toronto Lawyers' Association, and Young Women in Law.

Prior to joining RBC, Honor practised for several years as a trust and estate planning lawyer at a Bay Street law firm in Toronto. Honor has experience in all areas of estate planning, including advising clients on Wills and Powers of Attorney; taxation of trusts and estates; business succession planning; disability planning; and charitable giving.

Honor is committed to providing comprehensive estate planning services to clients. Honor would be pleased to discuss your estate planning with you.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.

She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.

Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

As a Premier Banking Advisor, Varsha Parray 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 Richmond Hill, Vaughan, Newmarket and Aurora regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.

With 10 years of experience in financial services with RBC, Varsha is respected by her clients and industry peers, and has received top performer recognition.

Varsha is committed to giving back to her community, and volunteered and participated in the RBC Race for the Kids.

Born in Trinidad in the West Indies and raised in Toronto from the age of 7, Varsha holds a Bachelor of Arts in Psychology Degree from York University and a Human Resource Management Certificate from Seneca College.

She currently resides in the Toronto area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time with her family and friends, reading and developing her green thumb.

As a Premier Banking Advisor, Chandna Kamal provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors and Counsellors across the Vaughan, Richmond Hill and Newmarket regions, personalized service and tailored advice to help clients efficiently and effectively manage their day-to day banking needs.

With over 6 years of experience in financial services. Chandna is respected by her clients and industry peers. Prior to her current role, she worked as an Assistant Branch Manager at an RBC branch.

Chandna is committed to giving back to her community. Chandna volunteers with the Women's Shelter and Canadian Cancer Society. She is very passionate helping the less fortunate here at home as well as in other countries.

Chandna was born in India and raised in Toronto, where she currently resides in the Toronto area with her husband and her daughter. She loves spending time with her family and friends, travelling and listening to music.

As a Premier Banking Advisor, Shelly Lall works as a single point of contact, providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada and Partnering with Investment Advisors and Counsellors across the Vaughan, New market and Aurora Region.

Shelly holds her FP1 Financial Service Advice Certification and has been providing exceptional client experience in Financial Services with RBC since 2001. Shelly is respected by her clients and industry peers. She has received top performer recognitions on a regular basis and is also a proud recipient of RBC Convention Award.

Shelly has continued on delivering holistic advice and helped clients reach their financial goals. Shelly's proven collaboration success along with her business growth mindset is a great strength and asset for RBC premier banking and RBC wealth management Canada.

Shelly believes in giving back to community as she supports Women of Prayer Charity, where she motivates & encourages other women in tough times. Shelly enjoys listening to music, travelling & spending time with her family & friends.
 

As a Private Banker, Gio Greco provides over 14 years of financial planning experience to high-net-worth businesses, families and organizations in Vaughan and its neighbouring communities. Through RBC Wealth Management, Private Banking, he acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives.

As part of a tailored suite of Private Banking services, Mr. Greco designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client’s specific needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP) and Personal Financial Planner (PFP).

Prior to joining Private Banking, Mr. Greco spent nine years as Manager, Financial Planning for the Vaughan and Toronto West regions. Before this he was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs.

Originally from Vaughan, Mr. Greco holds an Honours bachelor’s degree from York University. He is married with three children, and for the past four years has been an RBC Market Champion in JDRF Canada’s Ride for Diabetes Research. Outside of the office he enjoys jogging, fishing, travelling and fitting in a game of golf whenever possible.

As a Private Banker with RBC Wealth Management, Private Banking, Marco Capogreco provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Vaughan, Marco works with a select number of clients in the Greater Toronto Region to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Marco offers an extensive background in client relationship to his role as Private Banker. He draws on 13 years of experience within RBC, consisting of a wide range of roles from Retail Banking, Financial Planning, and Wealth Management.

Marco has continued to deepen his knowledge and expertise with key industry designations such as PFP and QAFP.

Away from the office, Marco enjoys playing recreational soccer and cooking the latest recipes for his wife and two children. You can also find Marco at the hockey arena and soccer field watching his kids play and grow.

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.