VP and Business Owner Specialist, High Net Worth Planning Services
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with Tharshan, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
As a valued client, you are entitled to complimentary business owner consultations with a highly qualified Business Owner Specialist. As your Business Owner Specialist, Robyn will work closely with Tharshan to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.
Gio Greco, CFP, PFP
As a Private Banker, Gio provides over 14 years of financial planning experience to high-net-worth businesses, families and organizations in Vaughan and its neighbouring communities.
As part of a tailored suite of Private Banking services, Mr. Greco designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services including commercial banking, estate planning, and domestic and international trusts to meet each clients specific needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP) and Personal Financial Planner (PFP).