Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
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 executives, business owners, 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.
Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. 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.
Kiran completed her Bachelor of Arts degree at York University in 2007 and her LL.B. at the University of Windsor in 2010.
Prior to joining RBC, Kiran practiced in the area of Wills, estates, and trusts at a small regional firm. She has extensive experience with matters relating to estate planning, estate administration, and estate litigation.
In private practice, she advised clients on various strategies to help them design an estate plan to achieve their unique planning objectives, avoid common planning pitfalls, and maximize tax efficiency. Kiran drafted Wills, Powers of Attorney, and trusts. She also advised executors of their various duties and responsibilities when administering an estate. Kiran has assisted beneficiaries, trustees and executors with both contested and uncontested litigation matters.
Kiran would be pleased to work with you and your advisor and discuss your estate plan.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.
Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.
Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
As a Premier Advisor with RBC Wealth Management, Sherri Vieira works as a single point of contact, providing banking and credit solutions for select high net worth clients and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service, and tailored advice to efficiently manage their day to day banking needs.
She offers an extensive banking background with over 20 years of experience with RBC. She is a respected team member that provides compassion, empathy and care in everything she does. At first point of contact Sherri listens, understands and takes ownership to resolve any concerns that may arise. Her main focus is providing an exceptional client experience. She also holds a Personal Financial Service Advice certificate.
Sherri currently resides in the Brampton area and enjoys spending time with her family and making new memories. She also likes to travel and volunteer at her daughters school.