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Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

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.

As a Private Banker with RBC Wealth Management, Private Banking, Greg Wiltshire provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families. Based in Calgary, Greg works with a select number of clients in the Calgary and surrounding area to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, he 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.

Greg offers an extensive background in client relationship to his role as Private Banker. He draws on 25 years of experience within the financial services industry -- 7 years with RBC. Previous roles include Investment Advisor with RBC Wealth Management, Commercial Account Manager and Branch Manager with Personal & Commercial Banking.

A graduate of the Canadian Securities Institute Greg holds the designations of Personal Financial Planner (PFP) and Chartered Investment Manager (CIM). A firm believer in community involvement Greg served on the economic development advisory board for the City of Vernon, B.C. and was a key member in the development of club programs for the Canadian Freestyle Ski Association.

Away from the office, Greg enjoys skiing, golf, and cycling.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 8 children.

As a Premier Banking Advisor for the Greater Calgary Area, Maggie Farivar works as a single point of contact, providing banking and credit solutions for clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the Region, she provides personalized services and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 11 years of experience in Financial Services with RBC, Maggie brings an in depth experience to the Premier Banking Role. She is highly respected by her clients, her peers and within the industry. As a result, Maggie has received many awards for outstanding performance. Over the past 5 years, she worked as a Business Account Manager and a Mortgage Specialist with a focus on relationship management.

Maggie holds a Bachelor of Arts (English) Degree. She is also strongly committed to giving back to her Community through volunteering at the Alberta Children’s Hospital; Ronald McDonald House; United Way and Habitat for Humanity.

Maggie was born in Tehran, Iran and moved to Canada in 1997, where for the last 25 years has made Calgary her home. In her free time, she enjoys spending time with family, cooking, interior and fashion designing as well as biking and jet skiing. She is fluent in both English and Farsi.

A practiced lawyer, Anisa brings professional expertise and practical solutions to the creation of your estate plan. Whether you need assistance with minimizing family conflict, transferring your business or protecting beneficiaries, Anisa can help. She is a member of the Law Society of Alberta, as well as the Wills and Estates section of the Canadian Bar Association.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.