Extended Team

Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

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.

Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

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.

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.

As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.

Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.

Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.

Russell Kane brings over 30 years of experience to his role as Regional Trust Advisor to the Southern Alberta market. His depth of knowledge, coupled with his professionalism and dedication to client service, serves him well in dealing with the complexities of estate settlement.

Russell provides tailored solutions to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues. He is a member of the Estate Planning Council of Calgary, and works with allied professionals to keep abreast of current issues involving estate planning.

Russell understands that the role of executor is a difficult one and will take the time to make sure that clients are aware of the complete range of estate, trust and charitable resources offered by RBC. He helps executors to identify where RBC can help to lift the burden of estate administration, whether assisting with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.

As a highly skilled Regional Trust Advisor, Russell can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients also appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with estate administration.

Active in his community, Russell is an active member and past President of both the Rotary Club of Calgary Centennial and the Kinsmen Club of Calgary, the Treasurer of the Kinsmen Club of Calgary Foundation, and Chair of the Calgary Stampede Lotteries Committee. He served as Board Chair and Director for the Big Brothers and Sisters, Peace River region, and for the CanLearn Society in Calgary.