Financial Planning Specialist
Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.
Prior to joining RBC Wealth Management Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner-managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.
Scott is a member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and a graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).
Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.
Life Insurance Specialist
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
You’re the biggest beneficiary.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.
Will & Estate Planning Specialist
Shannon worked in private practice for ten years before joining RBC in 2010.
She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with an Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada and the Oxford Law Society.
Shannon lives in Woodstock, Ontario with her husband and three kids.
High Net Worth & Business Owner Specialist
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Estate & Trust Advisor
As a Regional Trust Advisor, Jessie Lamont serves clients throughout the GTA, and the Grey, Simcoe and Muskoka Regions. With a career focused on client-facing roles, Jessie is dedicated to her clients and provides a personalized service tailored to their specific needs. She works effectively with executors and beneficiaries providing peace of mind knowing there is stability and continuity to the long-term relationships.
A graduate of Queen’s University Faculty of Law with a Juris Doctorate, Jessie also holds Bachelor of Arts, Honours, in History and Gender Studies jointly conferred by Dalhousie University and the University of King’s College. She has continued to deepen her knowledge and expertise with key industry designations, such as the Wills and Estates Intensive Certificate from Osgoode Professional Development, and is currently working towards her TEP Designation with the Society of Trust and Estates Practitioners (STEP). Jessie is a student member of STEP, and a member of the Canada Bar Association, the Ontario Bar Association, and Young Women in Law (YWL), for which she serves as Vice President and Director of Membership on the Board of Directors.
Jessie works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Jessie can help.
With more than five years of legal experience and more than three of those focused exclusively on estate, trust, and disability planning, administration, and litigation—Jessie brings to each client the necessary skills set to provide both the technical expertise and the genuine understanding of the emotional complexities that underlie these issues. Jessie understands that no two clients are the same and together with her RBC partners, she can find the solution that’s right for you.
Property & Casualty Insurance
Teresa Anastasopoulos is a Risk Assessment Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.
Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.
Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.
Premier Personal Banker
As a Premier Banking Advisor, Gia provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Gia works as a single point of contact and partners with Investment Advisors in Barrie, Collingwood, Midland, Orillia, Owen Sound and Bracebridge.
Gia has 12 years of experience in the financial industry with RBC. She was recently a Private Banking Associate with our Vaughan Office for over 5 years and prior to that she was an Account Manager for 7 years at a branch. Gia is greatly respected by her clients, peers and the industry, and has enjoyed success in assisting clients achieving their goals. She has been recognized as a Top Performer with RBC over the past few years.
She graduated with a Diploma in Journalism at Humber College and is deeply committed to giving back to her community. She participates annually in RBC's Race for the Kids as well as RBC's Bed Race for the Sunshine Foundation.
Gia was born in Toronto and now lives in Barrie with her husband and two children. In her spare time, she is an avid reader and enjoys practicing yoga.
How can we help?
For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".*Required fields