The Extended Team

Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.

Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.

Kelly’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Abe is a Chartered Professional Accountant (CPA, CA). He holds a Bachelor of Commerce degree (major in Accounting) from the Haskayne School of Business at the University of Calgary and has also completed all three levels of CPA Canada’s In-Depth Tax Course.

In his previous role, Abe was a tax manager at one of the largest international public accounting firms. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Abe’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Abe’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.

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.

Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.

Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.

Lynn is a dedicated RBC, Group Consultant, supporting businesses & enhancing their Employee Savings Benefits programs. She has been with RBC since 1978, with 21 of the past 40+ years in leadership & the development of others. An experienced Group Consultant with a demonstrated history in the banking industry & Investment coaching, skilled in Operations Management, Group Benefits planning & Investment structure, Credit Analysis, and Branch Management/Leadership. Strong consulting professional In addition to the Financial accreditation (RPA, Project Mgmt & Business Degrees), Lynn holds her Bachelors degree in counselling, graduating Honors with Distinction, specializing in Grief & Conflict Management.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.

As a Senior Will and Estate Advisor for the Prairies Region, Anisa brings an 
approach to estate planning that centers on understanding and addressing 
the unique needs of each client. She works collaboratively with clients and 
their trusted advisors to help craft a comprehensive, effective estate plan 
that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the 
University of Western Ontario, and a Law degree (LL.B) from the University 
of Birmingham, England, for which she graduated with honours. Anisa 
has continued to deepen her knowledge and expertise with key industry 
memberships—she is a member with the Law Society of Alberta, and a 
member of the Wills and Estates section of the Canadian Bar Association. 
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, Anisa can help 
craft a tailored estate plan that meets their individual needs. 
The combination of her professional expertise and her commitment to 
provide practical solutions makes Anisa an invaluable resource for both 
clients and their financial advisors.