Meet Our Team

Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).

During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.

Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.

Murray has been providing advice and technical support in relation to high- net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.

Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

Before joining RBC’s Canadian Family Office Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.

Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.

Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.