RBC WEALTH MANAGEMENT FINANCIAL SERVICES INC.
Gord Sandberg, CFP, CLU, CH.F.C.
Vice President and Estate Planning Specialist
Gord Sandberg is a valuable member of your advisors team, helping you create and preserve your wealth.
Gord began his career in the insurance industry in 1982 and is a specialist in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.
Comprehensive Insurance Planning
Working closely with your advisor, Gord employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Gord Sandberg can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Gord evaluates various insurance offerings from Canadas top-ranked insurance providers.
RBC WEALTH MANAGEMENT
Avideh Parent, LL.B., TEP
Will & Estate Consultant
RBC Wealth Management Services
Avideh Musgrave is an experienced lawyer with a strong commitment to educating people on the importance of estate planning.
An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organisations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also an active member of the following organisations:
- Society of Trust and Estate Practitioners (STEP);
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors; and
- Etown Salsa Dance Team.
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 Avideh, a Will & Estate Consultant.
Avideh works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Avideh will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.