Meet the team

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).

Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.

As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

As a Will and Estate Advisor in the Ottawa Region, Vladimir Nikitin manages a complex book of accounts and serves clients throughout the Greater Ottawa Area. He works with individuals, families and businesses to provide customized estate, trust and incapacity solutions.

Vladimir brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. He works collaboratively with the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.

Vladimir graduated from Carleton University with a bachelor’s degree in Political Science and obtained his Bachelor of Laws (LL.B.) and Bachelor of Civil Law (B.C.L.) from McGill University. Before joining RBC Royal Trust, he worked at top succession planning law firms in London and Hamilton, Ontario. In addition, he is a member of the Society of Trust and Estate Practitioners (STEP) and the Junior Trust and Estate Practitioners (JTEP).

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Vladimir can help craft a tailored estate plan that meets their individual goals.

The combination of his professional expertise and commitment to provide practical solutions makes him an invaluable resource for both clients and their financial advisors.