Samuel Gorenstein, MBA
Senior Portfolio Manager & Wealth Advisor
samuel.gorenstein@rbc.com

Growing up in an entrepreneurial family and working alongside his father, Samuel noticed how much his family struggled to develop and manage their financial portfolio. This provided him with a very unique approach to wealth management and the desire to devote his career to helping individuals create and maintain portfolios that can ensure financial security, and also remove the burden of financial planning.

Because of his family’s background of being owners, Samuel has extensive knowledge and hands-on experience in building and running a successful business. In every family, the situations are not always the same, but every family needs someone to put that roadmap together so that we can synergize and create long term harmony.

This insight has allowed him to better understand how to help business owners build wealth, minimize taxation, and implement key strategies that can convert a prosperous business into a financially rewarding retirement.

Samuel applies this comprehensive wealth management philosophy to all his clients including individual investors, families, business owners, and organizations. They appreciate his in-depth approach, cohesive strategies, and caring manner.

Samuel graduated from the DeGroote School of Business at McMaster University with a Bachelor of Commerce degree. He received a Masters of Business Administration from the Frank G. Zarb School of Business at Hofstra University in Long Island, New York. Prior to joining RBC Dominion Securities, Samuel was a Commercial Banker with another leading Canadian bank.

On a personal side, Samuel resides in midtown Toronto with his wife, Jennifer and their two children. He is an active squash and tennis player.

Making the best financial decisions today requires a team approach of financial advisors, accountants and lawyers working collaboratively in order to help their clients achieve success.

Daniel Leibovici, CFA
Associate Advisor

As an Associate Advisor with RBC Dominion Securities, Daniel Leibovici provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the Schulich School of Business in York University, Daniel obtained a BBA with a major in Finance. A firm believer in ongoing education, he has acquired the CFA in 2015. Daniel Leibovici draws his expert knowledge and 7 years of experience, including previous positions as an Associate and a Finance Manager to develop comprehensive wealth management solutions for his/her clients. Daniel’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. In his free time, Daniel enjoys playing soccer and biking, and spending time with family and friends.

Sophia Kemularia
Associate
sophia.kemularia@rbc.com

As an associate at Gorenstein Wealth Management, Sophia serves as the first point of contact to our clients.

Sophia has deep roots in the financial sector, beginning in home country of Georgia, where she advanced to multiple managerial roles. Most recently, Sophia served as an associate for a Chairman’s Club team at RBC Dominion Securities, assisting with managing asset transition from another wealth management firm, as well as day-to-day operations, client service, and execution of trades. Sophia is a dedicated professional committed to the highest level of service excellence. She holds an Honours Bachelor of Philology from Tbilisi State University and a Certificate in Business Administration from Free University of Tbilisi. She is also a licensed Investment Representative under CIRO. Additionally, Sophia is fluent in Georgian and Russian.

Outside of work, she is engaged in the community through charitable efforts and volunteering as a mentor and an English as a Second Language teacher. In her spare time, Sophia enjoys traveling, fencing, kayaking, and painting.

Jung-Hee Kim, MBA, MTax
Financial Planning Specialist

Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.

Prior to joining RBC, Jung-Hee worked at a Big 4 public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is currently pursuing her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) Canada.

Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Ariel-Charles Guigui, B.ADM., LL.B., TEP
Vice President and Will & Estate Consultant

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

Prashant Patel, ASA, CFP, TEP
Vice President, High Net Worth Planning Services RBC Wealth Management Services

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

Andrew Sipes, CLU, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.