Financial Planning Specialist, Family Office Services, RBC Wealth Management
With more than 20 years of experience in public accounting, Gord brings a wealth of knowledge in the areas of tax minimization, mergers and acquisitions, business succession, and estate planning.
Prior to joining RBC Family Office Services, Gord was a partner at both local and national accounting firms, where he focused on helping individuals and businesses navigate complex financial planning and tax matters with clarity and confidence.
Gord is a Chartered Professional Accountant who in 2024 was recognized as a Fellow of CPA Ontario (FCPA, FCA). Gord is a Certified Financial Planner professional who also holds an Honours Bachelor of Business Administration degree with high distinction, from the University of Toronto. Gord has completed the Canadian Institute of Chartered Accountants’ Income Tax Practitioner’s course, and has lectured at the University of Toronto.
Gord is active in the community in governance roles for charitable organizations, and in his free time enjoys golfing, piano and spending time at the lake with his wife and two daughters.
Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.
He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.