Prashant Patel, ASA, CFP, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian
Tax Foundation.
Thomas Seah, CLU, BA (Econ)
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.
Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.
Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
As a Premier Advisor with RBC Wealth Management Private Banking, Rawan Haddadin provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Working as a single point of contact, Rawan will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Oakville/Burlington area.
Rawan draws on five years of experience within RBC, where she has had the opportunity to engage in several aspects of our retail growth strategy, helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.
Rawan successfully attained her Architectural Engineering Degree from the University of Jordan, and when arriving in Canada received her Diploma in Interior Design from the International Career School of Canada. She currently holds accreditation through the Canadian Securities Institute for IFIC, and is focused on delivering an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.
Away from the office, Rawan enjoys cooking and walking her dog Rocky.