Barrington Grey, CFP, CLU, FEA
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
Abby Kassar, CPA, CA, CFP, TEP, FEA
Vice President, High Net Worth Planning Services, RBC Family Office Services
Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families.
Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.
Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients.
Ariel-Charles Guigui, B. Admin, LL.B, TEP
Vice-President & Will & Estate Consultant, RBC Family Office Services
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.
He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
Zain is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Commerce degree from the Smith School of Business at Queen’s University (major in Accounting). In his previous role as a Senior Tax Manager at one of the global major accounting firms, Zain specialized in providing tax planning and compliance services to high net worth individuals, private businesses, estates, trusts and partnerships.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Zain, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation taxefficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.