Financial Planning Specialist
Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Business Owner Specialist, High Net Worth Planning Services
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President & Business Owner Specialist, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His guidance supports clients in their relationship with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, professionals, retirees and those individuals with U.S. issues.
Coady’s background includes the CICA In-Depth Tax Course (Parts I, II and III), a law degree from Dalhousie Law School and a finance degree from Bishop’s University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal and estate professional in private practice, in government and while with a trust company.
Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a Full Life Insurance Licence in Alberta.
Will & Estate Specialist
John attended the University of Manitoba and received a Juris Doctor in 2002.
Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.
John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
Estate Planning Specialist
M.C. (Mike) Macoun, CLU, CHS, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.
Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.
Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.