Estate Planning Specialist - Insurance
“There is always more to do for other people.”
This fundamental belief is Colin’s central promise to advisors and their clients. It means there is always a need to keep the conversation going, in order to ensure that the advisor and client have the best possible insurance and estate planning advice at all times. And it means delivering relentlessly on what truly differentiates his team: their unique Value Builder process, which discovers hidden value in the advisor-client relationship.
When it all comes down to it, Colin’s Prairie upbringing has given him a sense of proportion: “I don’t have visions of grandeur. My career goal is to be recognized by my peers as one who does the best possible work for clients.” Colin’s personal goal, of course, is for the Riders to win. A lot.
Will & Estate Consultant
Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986.
Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association.
Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.
Financial Planning Specialist
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.
High Net Worth Planning Specialist
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Coady has assisted high-net-worth and ultra-high-net-worth families with tax and estate planning since 1992.
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.