Our partners

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.

Jim specializes in providing cross border tax planning. He joins RBC Wealth Management Services having recently retired from KPMG LLP after 33 years of services.

Most recently, he was a partner and the Practice Leader of KPMG’s International Executive Services (“IES”) practice in Canada, where he provided cross border tax and consulting services to employees, their employers, high net worth individuals and individuals with investments outside their home country. Jim was a member of the KPMG IES Global Steering Group which establishes strategies, policies and procedures for KPMG’s global IES practice.

Jim was also the practice leader for Global Wealth Services (“GWS”), which provides U.S. and Canadian income, trust and estate planning services to executives and high net worth individuals.

Prior to relocating to Toronto in June 1993, he worked in New York, Hong Kong and Miami where he served U.S. based clients expanding internationally and foreign-based clients from Canada, Europe, Asia and Latin America expanding into the U.S. He and his wife, Suzanne, moved to Colorado during 2014 where he continues to practice cross border tax planning.

As both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant, Jim is uniquely prepared to provide international tax consulting services. Furthermore, having been an expatriate himself for over twenty-seven years, he is “intimately” aware of the cross border tax issues.

After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.

Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.

Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.

Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.

Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.

Mouyleng (Mou) Ly is a Chartered Accountant and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.

Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.

Mou’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

David Vander Voet is a long-time Private Banker at RBC Wealth Management with a career that spans over 20 years in financial services. David leads a team of banking and credit professionals to provide a select group of clients with sophisticated financial counsel and services. He specializes in advising high-net-worth business owners, professional athletes, healthcare professionals, executives and their families.

As a wealth planner, he designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for his clients. He works with an extensive network of specialists across RBC, in both Canada and the U.S. to offer a comprehensive range of services – including investment management, commercial banking, estate planning, and domestic and international trusts.

David and his team are committed to ensuring that each client experience is tailored to their unique personal and financial needs. This is accomplished through the following:

• Frequent communication, meeting clients on their terms, listening to their needs and working closely with them, their families and their external advisors.
• Acting as trusted advocates and advisors, and delivering the highest level of client care with every interaction.
• Through deep discovery and understanding, delivering proactive wealth management strategies and integrated solutions.
• Facilitating introductions to RBC experts at every opportunity to provide a broad range of wealth management solutions.
• Building a comprehensive financial plan to preserve, diversify and grow client wealth.

To ensure personalized service and attention to detail, David and his team work with a limited number of clients. This approach helps the team simplify their clients' lives, while delivering comprehensive, integrated financial solutions.

David holds his Personal Financial Planner designation along with an Honours Degree in International Relations from York University. He is active in his community as a hockey, lacrosse and soccer coach. In his spare time David enjoys time with his family, golf and the arts.

Suzanne Mar brings more than 20 years of financial industry experience and expertise to her role as Private Banker. Based in Toronto, she works with a select group of very high-net-worth clients, their families and their businesses to provide tailored banking, credit and wealth management solutions.

With a graduate degree specializing in entrepreneurial studies and corporate finance, Suzanne's career in financial services has included a variety of relationship management roles, and extensive experience working with business-owners of growth-oriented, technology based companies. With a career strategically focused on founders and investors in the technology sector, she has established a reputation as trusted advisor to some of the most successful tech entrepreneurs in the country.

Suzanne works with her clients to plan and execute integrated wealth management plans. These include leverage strategies, business succession planning, philanthropy and intergenerational wealth transfer. She builds a bespoke team of experts, from within RBC and externally, for each family, which may include tax, financial and estate planning advice as well as investment strategies, corporate finance and risk management planning.

Suzanne is a dedicated mother of two busy daughters in mid-town Toronto. She has a passion for the arts and healthy living. Suzanne's charities of choice focus on women and children in crisis.

Amy Thambirajah brings over 10 years of banking experience to her role serving high-net-worth clients in Toronto and the surrounding area.

As Private Banker in the downtown Toronto office, she draws on her extensive experience to advise on a number of issues that affect her business owner and professional clients, including banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complementary services, including estate and tax planning, investment management and trust services. Ms. Thambirajah and her team are dedicated to providing exceptional client service while building strong relationships with their clients.

Prior to joining Private Banking, Ms. Thambirajah served as Regional Manager for RBC Global Asset Management where she was responsible for the investment capabilities of RBC advisors in the branch channel. Her main experience is as a dedicated Financial Planner serving over 350 high-net-worth clients in Toronto's downtown core. In 2013, she was a recipient of the RBC Cruise and prestigious Leo Award for ultimate recognition bestowed on an employee, the very best of the best across RBC.

Ms. Thambirajah holds a Bachelor of Arts degree majoring in business and psychology from Saint Marys University and has her personal financial planning designation. She also has a deep passion for facilitation, mentoring and public speaking.

Ms. Thambirajah was born in Halifax, Nova Scotia and raised there before she made Toronto her home in 2010. She first joined RBC in Cole Harbour, Nova Scotia and takes great pride in her East Coast roots. She keeps active outside the office with fitness, travelling, and reading. She is married with a young daughter and two golden doodles dogs.

As a Premier Banking Advisor, Charmaine Fitzgerald provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors across the Toronto region, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.

With 15 years of experience in financial services with RBC, Charmaine is respected by clients and industry peers, having received top performer recognition multiple times.

Charmaine is deeply committed to giving back to her community, and has volunteered with the RBC Blue Water Project, Ronald McDonald House and Out of the Cold, helping to feed the homeless at Beaches United Church.

Born in Trinidad in the West Indies and raised in Winnipeg, Charmaine holds the Managerial and Financial Leadership Diploma from the University of Winnipeg and a Registered Nursing Certificate from the Centennial College of Applied Arts.

She currently resides in Toronto with her husband and son, and when she isn’t hard at work for her clients, you’ll find her travelling, riding her bike, catching up on world news and looking for new ways to help her clients achieve their financial goals.