The Beiles Group 

Putting you first with a team approach

As a client of The Beiles Group of RBC Dominion Securities, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, banking services, and insurance strategies.

Learn more about how our unique skills and experience can help your wealth management needs.

Robert Beiles

Vice-President & Portfolio Manager

416-974-2924 | Email me
416-974-3057
1-866-261-5566

With over 18 years in the investment industry, Robert’s loyal client base relies on the knowledge, attention to detail and customized support Robert and the Beiles Group provide. Robert’s recommendations are always built on his industry expertise, practical know-how and support from his dedicated team of professionals.

From developing a growth investment portfolio, to estate and retirement planning, to minimizing income tax: Robert’s customer-focused approach ensures you always receive dependable solutions targeted to your needs.

Robert is a registered Life Insurance Agent and has a Bachelor’s from York University. When not spending free time with his wife, young daughter and son, Robert enjoys collecting and riding vintage motorcycles.
 

Contact Robert  today to arrange a complimentary initial consultation.

Vidyakar Gopinath

Associate

416-974-3075 | Email me

Extended Team Members

Kelly Rivard, Will and Estate Planning

 

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practiced in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has recently completed Parts I and II of the CICA in-depth tax course.

Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

 

Joel Cuperfain, B.A., LL .B., LL .M., CLU , TEP

Vice President and Estate Planning Specialist
 

Joel specializes in insurance and estate planning. His expertise includes personal and corporate tax, estate planning and estate administration, as well as taxation of charities and charitable donations. A graduate of Brandeis University, Massachusetts, he received his Bachelor of Laws from the University of Toronto, and was called to the Ontario Bar in 1992. Joel received his Masters in Tax Law from Osgoode Hall Law School in 2001.

As an Estate Planning Specialist, Joel brings over 20 years of insurance industry expertise to RBC. He has spoken at several seminars and conferences on life insurance, tax and estate planning issues for the Law Society of Upper Canada, the Ontario Bar Association, the Canadian Institute for Chartered Accountants, the Canadian Tax Foundation and the Canadian Association of Family Enterprises. He is past President of the Estate Planning Council of Toronto. Joel has published articles in the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of Canadian Taxation of Life Insurance.

Comprehensive Insurance Planning
Working closely with your advisor, Joel employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions. Joel Cuperfain can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost effective insurance solutions, Joel evaluates various insurance offerings from Canada’s top-ranked insurance providers.

 

David Vander Voet 

Private Banker
 

David Vander Voet brings more than a decade in financial services to his role as Private Banker. He provides personalized, discreet financial counsel to a select group of clients throughout the Greater Toronto Area. Drawing on his varied experience in banking and investments, Mr. Vander Voet partners with his clients and their families to deliver sophisticated banking, personalized short- and long-term lending solutions and flexible credit packages. Through the RBC Financial Group, he then co-ordinates a team of experts who provide investments, business banking, and domestic and international trust solutions, enabling him to deliver comprehensive financial strategies.

Because he works with a relatively small number of clients, Mr. Vander Voet is able to ensure responsive service and the level of attention his clients require to make their lives simpler. When necessary, he will work with his clients’ other professional advisors to deliver integrated financial solutions.

Mr. Vander Voet has completed the Canadian Securities Course and earned his Personal Financial Planner designation. He holds an Arts degree from York University. Married for 10 years, Mr. Vander Voet has two young sons. He is actively involved in hockey and other sports, and also enjoys golf, travel and cooking in his spare time

 

Professional referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure were all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.

For Your RBC US Cross Border Banking Needs

Marlene Atzori

Regional Advisor Cross-Border Banking - Greater Toronto Region Marlene.atzori@rbc.com Tel: 437-236-2945

Marlene has more than 30 years of experience with RBC, working in many areas of RBC. For over 15 yrs. as an accredited Financial Planner, she has been a leader & mentor ranking as top performer in the Toronto West GTR Team. She holds a Bachelor of Arts degree, PFP, & additional designations from the Institute of Canadian Bankers. Marlene has been a strong collaborator for RBC USA since inception, networking with her partners & COI’s on both sides of the border. In Marlene’s spare time she has volunteered for the past seven years with the Friends Helping Sick Kids Foundation sharing her passion to help others. Marlene was a RBC Performance Convention Finalist in 2018

 

Ann Harvey

Senior Manager, U.S. Home Equity Tel: 416-786-6211

Ann brings over 25 years of experience in personal lending. She started her career with RBC as a Mortgage Specialist and has worked as a Manager of Credit Structures with RBC Private Banking where she created large, intricate, specialized credit solutions for high net worth clients. Ann has been recognized for her credit creativity and complexity. Ann is now the face of U.S. residential home equity finance solutions for RBC Bank (U.S.) in Canada. She works closely with RBC Wealth Management partners, integrated markets and the RBC Bank Real Estate Lending team to provide tailored U.S. home equity solutions to high value clients.