Financial Planning Specialist
Financial Planning Specialist, RBC Wealth Management
Coming from one of the major global accounting firms, Chris brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role as a senior tax manager, he spent many years working with private companies, high net worth individuals, trusts and partnerships. His work focused on tax minimization strategies and corporate reorganizations.
Chris is a Chartered Professional Accountant (CPA, CA) and holds a Bachelor of Commerce (Honours) degree from the University of Ontario Institute of Technology. He has completed CPA Canada’s In-Depth Tax Course and In-Depth Tax Issues for the Owner-Managed Business Course. Chris shares his knowledge and experiences through his role as Group Study Leader for the In-Depth Tax Course, and as a facilitator for CPA Ontario’s Professional Education Program. He is also a member of the Canadian Tax Foundation.
Chris’ 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 planning concerns you may have.
Will & Estate Consultant
Will & Estate Consultant, RBC Wealth Management
Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994.
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise was varied and covered the areas of corporate/commercial law, real estate, and wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Estate Planning Specialist
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Defining Wealth, Your Way
What does wealth mean to you?
The word "wealth" evokes different sentiment for everyone.
I work with your advisor to learn what wealth means to you. I take the time to understand your story. My personalized process involves asking the necessary questions, analyzing your situation, and applying my expertise. These steps ensure your personal financial objectives always guide my recommendations.
Appreciating how you want to create, preserve, and transfer your wealth allows me to design solutions that define wealth - your way.
My commitment to ongoing education ensures my skills and expertise are among the most regarded in the industry. I hold the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In addition, I am currently pursuing the Trust and Estate Practitioner (TEP) designation.
Vice President, HNW Planning Specialist
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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.