Abby Kassar, CPA, CA, CFP, TEP, FEA
Vice President, High Net Worth Planning Services, RBC Family Office Services
Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families.
Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.
Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients.
Omair is a Chartered Professional Accountant, Chartered Accountant and a Certified Financial Planner (CPA, CA, CFP). He holds a Masters degree from the University of Toronto in Management and Professional Accounting and has completed the three-year CPA Canada’s In-depth Tax program.
Prior to working at RBC, Omair worked as a Senior Manager in tax at one of the largest public accounting firms. In his role, Omair gained experience working with private companies, high-net-worth individuals, trusts and partnerships. His work included tax minimization through appropriate tax planning (corporate and personal), estate planning and business restructuring. As a Financial Planning Specialist, Omair’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial, tax and retirement planning concerns you may have.
As a Private Banker with RBC Wealth Management, Heather Silverston provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in the Greater Toronto Area.
With over 20 years of experience in the financial services industry at RBC, Heather helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives.
Prior to joining RBC Private Banking in 2018, Heather held positions in RBC Commercial Banking specializing in the Health Care industry.
Heather collaborates with external partners and advisers across RBC to deliver customized and complex credit solutions to meet clients' financial goals. Heather and her team aim to build a long-term relationship with their clients based on integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and consistently delivering results for their clients.
Heather has a bachelor's degree from the University of Toronto in Commerce and Finance. She was born and raised in Toronto. When not in the office, she enjoys spending time with her husband and three children, and keeping active with running, exercise and golf.