Will & Estate Specialist
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Wealth Management in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA In-Depth Tax Course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Financial Planning Specialist
Mark is a Chartered Professional Accountant, Chartered Accountant and holds Bachelor of Mathematics and Master of Accounting degrees from the University of Waterloo. He has also completed and instructed at the In-Depth Tax Course administered by CPA Canada.
In his previous role as a Tax Manager at a leading international accounting firm, Mark specialized in developing and implementing tax planning strategies for high-net-worth individuals, executives and private company business owners with a focus on succession and estate planning. Mark has also worked with clients to address their concerns in the areas of cross-border taxation, corporate restructuring and dispute resolution.
Mark’s role as a Financial Planning Specialist 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 that you may have.