Financial Planning Specialist
Abby is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She holds a Bachelor of Commerce degree (major in Accounting) from the University of Alberta. Abby has also completed all three levels of the CPA Canada’s In-Depth Tax Course.
As a tax manager at one of the largest international public accounting firms prior to joining RBC, Abby provided accounting, tax compliance and planning services to individuals, business owners, large private and public corporations, trusts and partnerships.
As a Financial Planning Specialist, Abby’s role is to work with and support your RBC advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.
Estate Planning Specialist
Gord Sandberg, CLU, CFP®, CH.F.C.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Gord began his career in the financial services industry in 1982 and has since become a leading specialist in his field making him an invaluable member of your advisor's team. His focus is on providing you with insurance-based solutions that increase your net worth and reduce the impact of taxation.
Using a comprehensive planning approach, Gord assesses your specific needs and helps to create, secure and preserve your wealth by recommending creative, tax-exempt estate planning strategies. He is also able assist you with structuring a succession plan to ensure an efficient transfer of wealth to your heirs in accordance with your wishes.
Having acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations, Gord is dedicated to helping you obtain high-quality, cost-effective solutions that assist you in achieving your wealth goals.
Will and 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.