Extended Team Members
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.
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. He and Estate Planning Specialist Leisa Fels have varied yet complementary skillsets that allow them to serve every client’s needs.
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.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Coady has assisted high-net-worth and ultra-high-net-worth families with tax and estate planning since 1992.
His guidance supports clients in their relationship with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, professionals, retirees and those individuals with U.S. issues.
Coady’s background includes the CICA In-Depth Tax Course (Parts I, II and III), a law degree from Dalhousie Law School and a finance degree from Bishop’s University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal and estate professional in private practice, in government and while with a trust company.
Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a Full Life Insurance Licence in Alberta.
As a Senior Trust Advisor, Michelle Kasper serves clients throughout Southern Alberta located in the Calgary office. Michelle has been a trust professional since 1995, and provides leadership and direction on Trust and Estate matters. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of the University of Calgary with a Bachelor of Arts (B.A.) degree, Michelle has continued to deepen her knowledge and expertise with key industry designations including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), and Personal Financial Planner (PFP) designations. Michelle is also a member of the Calgary Estate Planning Council.
Michelle 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, Michelle can help.
With more than 20 years of industry experience, Michelle brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Michelle understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-sized accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Accountant and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
As Private Banker, Katherine (Kata) Acheson provides tailored wealth management solutions to a select group of clients throughout Alberta, primarily in Calgary, Canmore and Medicine Hat.
Ms. Acheson works with clients, their families and their businesses to deliver sophisticated banking, personalized short- and long-term lending solutions and flexible credit packages. She then accesses a team of experts – including specialists from within RBC – to provide investments, commercial banking, and domestic and international trust products. As needed, she will draw on an extensive team of wealth management specialists who can provide specific tax, estate and business owner planning, among other services.
Because she works with a relatively small number of clients, Ms. Acheson is able to ensure discrete, responsive service and the level of attention her clients require at all stages of their financial lives. When necessary, she will work with her clients’ own business, tax and legal advisors to deliver comprehensive, integrated financial solutions.
Ms. Acheson’s financial services career spans nearly two decades and has included roles in private banking and commercial banking, where she worked with diversified businesses, including agriculture and other specialized client groups, to provide both lending and financial planning advice and counsel.
Ms. Acheson has earned her designation as a Certified Financial Planner and holds a Bachelor of Business Administration from Trinity Western University, as well as a Master of Business Administration from the University of Phoenix and the Certified International Wealth Manager through the Canadian Securities Institute. She recently achieved the Family Enterprise Advisor designation from Alberta School of Business Family Institute. Having achieved this advanced designation, she is uniquely qualified to work with business owners and their families to help diversify assets, plan a successful transfer of their businesses to the next generation and prepare for the future ahead.
Originally from Eastern Canada, Ms. Acheson now calls the West her home, drawing on her experience of having lived in four provinces and worked in three, including all of the major urban centres. In her life outside of the office, she sits on the Board of Directors for Wood’s Homes Foundation, a community owned and operated children’s mental health centre based in Calgary. She enjoys golf and scuba diving and is passionate about travel.