Regional Insurance Specialist
Gerry began his career in the insurance industry in 1975 and is an expert to his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.
Gerry employs a comprehensive process to assess client needs and then recommends tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gerry will partner with your other professional Advisors in the development of appropriate solutions. Gerry can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure that your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavor, Gerry has access to insurance to insurance solutions from the top-ranked insurance providers in Canada.
Megan Brown LL.B, TEP
Will and Estate Consultant
As a Will & Estate Consultant, Megan Brown provides comprehensive estate planning services to clients.
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. Megan joined RBC Wealth Management in February 2013.
Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.
Complimentary Will & Estate Planning Consultation
In appreciation of your valued business relationship with us, your Advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Megan, a Will & Estate Consultant.
Megan works closely with your Advisor to provide you with information on structuring your estate in an efficient and tax- effective manner. Following your meeting, Megan will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Grant Henri, CFP, PFP, Pl. Fin., TEP
High Net Worth Planning Specialist
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant is currently enrolled in and studying to complete the In-Depth Tax program with the Canadian Institute of Chartered Accountants.
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institute Qubecois de Planification Financire to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
Rebecca Henri, CFP, TEP
Financial Planning Specialist
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.