Financial Planning Specialist, Family Office Services, RBC Wealth Management
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim’s extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter — CLU (a wealth transfer and estate planning designation).
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"I'm here to get to know you and learn what matters most."
For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry.
Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.
Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."
As a Will & Estate Consultant, Jessica is committed to providing comprehensive estate planning services to clients.
Jessica obtained her undergraduate degree in Human Justice from the University of Regina with distinction and her law degree from the University of Saskatchewan with distinction. She was called to the Saskatchewan Bar in 2018. Jessica is a member of the Law Society of Saskatchewan and is the vice-chair of the Canadian Bar Association, Wills, Estate, and Elder Law Section for Saskatchewan.
Prior to joining RBC, Jessica practiced in the areas of Wills, estates, trusts, elder law, family law and real estate at a mid-size private firm in Regina. Her primary focus was in estate and incapacity planning, including preparation of Wills, Power of Attorneys and Health Care Directives. In addition to her estate planning practice, Jessica prepared applications to the court for letters probate and letters of administration for complex estates and advised executors, trustees and beneficiaries on estate and trust administration issues.
Jessica would be pleased to work with you and your advisor to review your estate plan, to efficiently achieve your estate planning and succession goals.
Complimentary Will & Estate Planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Jessica, a Will & Estate Consultant.
Jessica works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Jessica will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Joseph holds a Bachelor of Arts (Hons) from Dalhousie University, a Master of Arts from Queen’s University, and Bachelor of Laws from the University of Victoria (2002). He is an active member of the Society of Trust and Estate Practitioners and a member in good standing of the Law Society of Ontario. Prior to joining RBC Wealth Management, Joseph practiced law in Toronto in the areas of estate planning, administration, and litigation. Over his years in private practice, Joseph handled all manner of estate cases, with an emphasis on crossborder and complex multi-jurisdictional matters. He has frequently appeared on television and in the print media, providing commentary about topical issues related to estate planning. As a Will & Estate Consultant, Joseph provides comprehensive estate planning services to clients, offering sensible and practical solutions to the meet their individual needs.
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
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-size 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 Professional Accountant (CPA, CA) 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.
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
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-size 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 Professional Accountant (CPA, CA) 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 a Senior Trust Advisor, Daryl Lindsay is responsible for managing a complex book of accounts, working with individuals, families and businesses to provide customized estate, trust and incapacity solutions. He has been serving clients throughout Manitoba, Southern Saskatchewan and Northwestern Ontario for more than seven years. 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, Daryl can help.
A graduate of TAFE – University of Southern Sydney with a Bachelor of Business in Accounting, Daryl has continued to deepen his knowledge with key industry designations including the Personal Financial Planning (PFP) and the Accredited Derivative Advisor (ADA) designations and, most recently, the Trust and Estate Practitioner (TEP) designation, which affords
him membership in the Association of the Society of Trust and Estate Practitioners (STEP).
Daryl is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he 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.
As a Premier Banking Advisor for Saskatchewan, Brenda works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 33 years' experience in financial services with RBC, Brenda is respected by her clients, peers and the industry, and has received top performer recognition.
Brenda is committed to giving back to the community and is highly active as a volunteer with several local organizations, namely MS Walk, Juvenile Diabetes Research Foundation (JDRF), Regina Food Bank and United Way.
Born and raised in Saskatchewan, Brenda resides in Regina. When she is not hard at work with her clients, you will find her camping, spending time with family, friends and her dog, Toby.
With over 16 years of experience within the financial services industry, decades of management experience, and his Retirement Plans Associate (RPA) designation, Darryl brings the expertise required to provide specialized advice that will optimize the benefits to you and your employees. The financial well-being of your employees is important to the success of your company. RBC Group Advantage™ can help you attract and retain top talent and enhance productivity by putting your employees on the path to financial wellness. Our program is based on advice, support and the strength of RBC Royal Bank® behind you.