Financial Planning Specialists
Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Jason’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.
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.
Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.
Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.
Sandra is a Chartered Professional Accountant (CPA, CA). Sandra completed her Bachelor of Business Administration degree (major in Accounting) at Okanagan College School of Business.
Prior to joining RBC, she was a senior manager at a leading Canadian public accounting firm. Sandra specialized in providing accounting, personal and corporate tax advice to midsized owner manager and high net worth clients.
Sandra’s role at RBC is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Estate Planning Specialists
M.C. (Mike) Macoun, CLU, CHS, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.
Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.
Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.
With over 30 years' experience in the financial services industry, Todd has spent the majority of his time working directly with business and agricultural owners and their professional advisors to create and preserve their wealth. In doing so, Todd works alongside your trusted advisor and utilizes unique and customized insurance solutions that address both your short and long-term wealth management goals related to your personal and/or corporate financial needs.
Todd earned both his Bachelor of Economics and Commerce degrees from the University of Alberta. In addition, he holds designations as a Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP) and is an active member of both Advocis and CALU (Conference of Advanced Life Underwriters).
Staying busy, Todd has two grown children and is actively engaged in outdoor activities such with skiing, hiking, horseback riding along with volunteering in his community.
Will & Estate Specialists
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.
Business Owner Specialists
As a Senior Trust Advisor, Fola Adeloye is responsible for managing a complex book of accounts, and has been serving clients throughout several offshore jurisdictions for more than 18 years. Fola works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Fola can help.
A graduate of Obafemi Awolowo University and University of Lagos, Nigeria, where she obtained LL.B, LL.M, and Barrister of Laws designations, Fola has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP). She is a member of Society for Trust & Estate Practitioners (STEP), the Institute of Chartered Secretaries & Administrators (ICSA, UK), and is also an Insead alumni
Fola possesses a high level of expertise in the estate and trust industry and delivers wellbalanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.
Premier Banking Partners
As a Premier Banking Advisor, Michael Ashong provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across Calgary and provides personalized service, and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With five years of experience in financial services at RBC, Michael is well-respected by his clients and industry peers, and has received top performer recognition.
Born and raised in Accra, Ghana, Michael holds a Bachelor’s Degree in Social Science, Specialization in Economics from the University of Ottawa. He is committed to giving back to his community and volunteers with the Calgary Junior Achievement Mentoring Program, Big Brothers Big Sisters of Calgary and the Calgary Inter-Faith Food Bank Team.
Michael currently resides in the Calgary area with his wife and son. When he isn’t hard at work for his clients, you’ll find him spending time with his family and friends, walking, travelling, camping, cooking and keeping up on world events.
Private Banking Partners
Anthony Reimert brings close to a decade of experience in financial services to his team. As a Private Banker with RBC Wealth Management, he provides tailored banking and credit solutions to high-net-worth business owners, executives, families and organizations in Calgary and southern Alberta.
Anthony and his team aim to build long-term relationships with their clients based on integrity, trust, communication and confidentiality. They further differentiate themselves through exceptional service and a dedication to helping clients reach their wealth management goals. Clients value Anthony’s extensive experience as a financial planner and ability to simplify their often-complex financial affairs.
Each of his clients receives a tailored suite of services, including personalized banking, short- and long-term wealth plans and flexible credit solutions. Anthony also works closely with specialists from across RBC to provide his clients with a complete range of planning services – including complex credit solutions, cash management, business solutions and estate and trust planning.
Anthony holds a Bachelor of Management degree from the University of Lethbridge and is a certified Personal Financial Planner (PFP). He is an active volunteer with Junior Achievement of Southern Alberta, Calgary Interfaith Foodbank and Juvenile Diabetes Research Foundation.
Born and raised in central Alberta, Anthony is the second oldest of four children. Outside of the office, he enjoys hiking, squash, hockey, golf and travelling with his spouse, Courtney.