OUR EXTENDED PARTNERS
Prashant Patel, ASA, CFP, TEP
Vice President, High Net Worth Planning Services
Prashant is a Senior Financial Planning Consultant. He is my technical resource on tax, estate, and retirement planning issues for clients residing in Canada, USA and abroad. Prashant has over 12 years experience in personal tax and financial planning. Prior to joining RBC Wealth Management, he worked in the Canadian personal tax and international expatriate tax departments of KPMG and Price Waterhouse in Toronto. Prashant is an Actuary by education (B.Sc. from University in Toronto), and has received Associateship designation from the Society of Actuaries. As well, he is a Certified Financial Planner. Prashant is a member of the American Chamber of Commerce in Canada Taxation Committee, and a former contributing editor of the “Canadian Moneysaver” magazine.
Thomas Seah, CLU
Vice President and Estate Planning Specialist
Thomas is a Canadian Insurance Specialist, and my key expert on domestic insurance vehicles. Thomas Seah began his career with a leading insurance company in 1984 after he completed his Economics degree at the University of Guelph. As a producer, Thomas received the prestigious award of National Quality Award for many years from the insurance industry’s association. He also worked as an assistant manager and a branch manager before joining RBC Wealth Management Financial Services in 1994. He has acquired the Chartered Life Underwriter designation and is a featured speaker in seminars in the financial services industry.
Portfolio Advisor - Alternative Investments
Mikhial is my technical expert providing support on Fixed Income Strategies. Mikhial joined RBC Wealth Management in 2008 as member of the Wealth Management Generalist Program. As a Generalist, he gained experience in three business units. RBC DS Fixed Income Advisory Desk, RBC Dain Rauscher’s Retail Structured Products Group in Minneapolis, and the Fixed Income and Currencies Group with RBC Global Asset Management.
Premier Banking Advisor
Rawan provides Premier Banking and Credit services to select Wealth Management clients under my care. She accesses specialists from across RBC in order to provide a complete range of complementary services to support their short and long term goals.
International Private Banker
James is my expert for select clients, their families and businesses located outside of Canada. James provides my clients with planning, cash management and credit solutions throughout the globe. James is a former Offices in the British military, a Bachelor of Science degree from the University of Aberdeen, and a Visiting Fellowship at the University of Oxford.
Susan Macdonald, STI, MTI, TEP
Senior Trust Advisor
Susan is my domestic (Canada) trust expert. Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. With more than 20 years of industry experience, Susan is able to assist client with everything from helping settle and estate, full estate administration and establishing a trust to ensure the successful transfer of family assets.