Financial Planning Specialist
Mouyleng (Mou) Ly is a Chartered Accountant and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.
Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Barrington Grey, CFP, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
Tracey Goldie, CLU
Vice President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Will & Estate Consultant
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.
RBC Royal Trust
As a Will and Estate Advisor for the Greater Toronto Area, Lesley Donsky brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree, and holds a Trust and Estate Practitioner (TEP) designation. Called to the bar in 2016, she is a member of the Law Society of Ontario, the Junior Trust and Estate Practitioners (JTEP), the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), as well as a full member of the Society of Trust and Estate Practitioners (STEP). Prior to obtaining her law degree, Lesley earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.
Before joining RBC Royal Trust, Lesley worked under one of Toronto’s top will and estate planners and completed her articling term at one of Toronto’s top estate litigation firms.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Lesley can help craft a tailored estate plan that meets their individual needs.
The combination of her professional experience and her commitment to provide practical solutions makes Lesley an invaluable resource for both clients and their financial advisors.
RBC Private Banking
As a Private Banker with RBC Wealth Management, Jean Debos provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in the Toronto area.
Mr. Debos brings nearly 20 years of private client experience in both Canada and Switzerland to this role. He began working on the RBC Fixed-Income Desks in Montreal, and later Toronto, and remained with RBC when he moved to Geneva, Switzerland, to provide Private Banking services for clients based in Europe and the Middle East, liaising with the Dubai office. He also served as Chief Investment Officer for a Geneva-based family wealth office, where he managed in-house funds, succession planning and other client needs; and as Executive Director for a major bank in Switzerland serving ultra-high-net-worth Spanish clients. This experience has given him insight and experience serving the unique needs of his clients and within an integrated family office environment.
Now in the Toronto Private Banking office, Mr. Debos works closely with his clients to provide seamless, unparalleled wealth management. He creates tailored financial solutions for high-net-worth individuals, business owners, professionals, executives and their families. Through RBC he partners with specialists in Canada and in key markets worldwide to provide a complete range of complementary services, from sophisticated credit solutions, to estate and philanthropic strategies, to domestic and international trust services.
Fluent in English, French, Spanish and Italian, Mr. Debos holds a bachelor's degree in Political Science and International Relations from the Graduate Institute of International Studies in Geneva.
RBC Premier Banking
As a Premier Banking Advisor for Toronto, Marzena Hladowczak, works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over 7 years of experience in financial services with RBC, Marzena has become a respected member of the banking community in which she works, and has received top performer recognition.
Born in Poland and raised in Toronto from age 14. When she isn't hard at work with her clients, you"ll find her taking part in a yoga class, indulging in literature or out in a nature hike as embracing the outdoors and being active are two of her greatest passions.