Financial Planning Specialist, RBC Family Office Services
Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).
Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.
As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.
Vice-President & Will & Estate Consultant, RBC Family Office Services
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.
After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.
When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.
Estate & Trust Advisor
Senior Trust Advisor, RBC Royal Trust
As a Senior Trust Advisor, Leslie Frederick serves clients throughout the Greater Ottawa Region. Leslie develops lasting client relationships and earns their trust by focusing on delivering timely, quality service and advice.
A graduate of McMaster University with a Bachelor of Arts (B.A.) degree, Leslie has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. Leslie has completed the Canadian Securities Course and is the President of the Ottawa Estate Planning Council.
Leslie’s focus and expertise in estate, trust and power of attorney administration, taxation, trust law and investments has helped her manage complex personal and family dynamics. She 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, Leslie can help.
With more than 30 years of industry experience, Leslie brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Leslie understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Greater Ottawa region Silvana Falsetto works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investments Advisors across the region, Silvana provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Silvana being a successful Entrepreneur in her family business for 15 years brings an array of experience to the forefront and to our clients. Prior to her entrepreneurship Silvana worked over 20 years with RBC in the past, through roles as a Senior Account Manager. Respected by her clients and her peers, she received regular recognition as a top performer at RBC. She is fluent in English, French and Italian.
Committed to giving back to her community, Silvana volunteers by mentoring Young entrepreneurs to enhance their emotional intelligence and comprehend the financial understanding that is required to become fruitful. Silvana was born and raised in Ottawa, enjoys entertaining, reading self-enhancement books and dancing.
Private Banker, RBC Private Banking
As a Private Banker with RBC Wealth Management, Private Banking, Melissa White provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Ottawa, Melissa works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.
Melissa offers an extensive background in client relationship to her role as Private Banker. She draws on 12 years of experience within RBC, excelling in previous positions within Commercial Banking, Financial Planning and Leadership.
Melissa has continued to deepen Her knowledge and expertise with key industry designations such as both the Certified Financial Planner and Personal Financial Planner designations.
Away from the office, Melissa enjoys many outdoor activities, yoga, travel and spending time with her family.
Senior Group Benefits Specialist, RBC Life Insurance Company
Kiki has over 10 years of experience within the Group Benefits industry in both sales and service roles. She is incredibly passionate about caring for and helping people. Kiki prides herself on her ability to meet the needs of business owners as well as their most important asset - their employees.
Kiki got her start at a large financial institution assisting high net worth individual clients with their day-to-day financial needs. From there, she transitioned into providing credit insurance solutions until she was recruited by a large insurance provider. She quickly rose through the ranks starting as a Wealth and Insurance Associate within the Group Benefits Solution sector, before transitioning to the role of Group Benefits Consultant.
Kiki is passionate about helping her clients and their employees maintain a healthy, engaged, and productive workforce through Group Benefits planning and solutions. She has a deep understanding of financial and insurance solutions, including life, health and dental, and critical illness.
Kiki holds a Bachelor of Arts in Economics, and Sociology from McGill University. She enjoys giving back to her community and in her spare time she lends support to various organizations dedicated to providing community assistance programs to alleviate poverty and isolation.