Financial Planning Specialist, RBC Wealth Management
Samuel is a Chartered Professional Accountant (CPA, CA) 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 Wealth Management 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 Wealth Management
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.
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor’s team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning-based approach.
Tom has over 25 years of experience in the financial services industry. He has a Bachelor of Economics from Carleton University and has obtained his Certified Financial Planner and Chartered Life Underwriter designations. He is a member of the Estate Planning Council of Ottawa and is a board member and Chair of the Finance Committee for St. Patrick’s Home of Ottawa.
Away from the office, Tom enjoys golf, curling and running, as well as proudly supporting Ottawa’s sports teams.
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.