With over 20 years of experience within the group retirement industry, Demetra has a passion for helping companies achieve their goals to be recognized as a top employer as well as helping employees achieve their financial dreams. As a Group Consultant for RBC Group Advantage, Demetra assists companies in structuring retirement plans to get the most out of their workforce.
Ming has been in the insurance industry for 20 years. He has spent a majority of his career working in a variety of roles at another insurance company and MGA, all of which have allowed him to develop a solid understanding of both individual and group insurance products.
Prior to coming onboard to RBC as Senior Group Benefits Specialist, Ming has worked as Trainer and Group Benefits Account Executive with Sun Life for 10 years. During his time at Sun Life, Ming was regarded highly by his advisors for his professionalism, care, and sincere client centric attitude.
Ming graduated from The University of Ottawa with a double major in Marketing/Advertising and Human Resources, and a minor in Management Information Systems. He is an avid runner and has a goal of running a marathon each year in a different country.
Russell Kane brings over 26 years of experience to his role as an Estate and Trust Advisor to the Southern Alberta market. His depth of knowledge, coupled with his professionalism and dedication to client service, serves him well in dealing with the complexities of estate settlement.
Russell provides tailored solutions to help individuals carry out their many executor duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues. He is a member of the Estate Planning Council of Calgary, and works with allied professionals to keep abreast of current issues involving estate planning.
Russell understands that the role of executor is a difficult one and will take the time to make sure that clients are aware of the complete range of estate and trust resources offered by RBC. He helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.
As a highly skilled Estate and Trust Advisor, Russell can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients also appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of executor.
Active in his community, Russell is the President of the Rotary Club of Calgary Centennial, the Treasurer of the Kinsmen Club of Calgary Foundation, and a member of the Calgary Stampede Lotteries Committee. He served as Board Chair and Director for the Big Brothers and Sisters, Peace River region, and for the CanLearn Society.
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.
As a Risk Assessment Insurance Specialist, Reston is dedicated to helping you protect and preserve your wealth, possessions and lifestyle. Focusing on Western Canada, Reston will take the necessary steps to understand your needs and develop a strategy to help mitigate risk.
Reston was born and raised in Calgary, AB. Starting his career as an Advisor with TD Insurance in 2007, Reston quickly moved into a senior role coaching new hires and facilitating sales training for existing staff. In 2011, Reston had the opportunity to join BFL CANADA as a Client Service Manager, responsible for personal lines and gaining exposure to many areas of the commercial side of the insurance business
Most recently, Reston was Assistant Vice President, Private Client Services for the Canadian arm of one of the world’s largest risk management firms, Marsh Canada Limited.
Outside of his career, Reston spends most of his free time on the golf course. Otherwise, he and his wife are enjoy listening to live music, visiting micro-breweries and vacationing in the Caribbean.
Eric Milner, CHS, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.
Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.
Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.
Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.
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.
Jason Fong, B.Comm., CPA, CA
Financial Planning Specialist, Family Office Services, RBC Wealth Management Canada
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.
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.