A Team Approach to Professional Wealth Management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy

High Net Worth & Business Owner Planning


Robyn Solnik, LL.B, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Abby Kassar, CPA, CA, CFP, TEP, FEA

Vice President, High Net Worth Planning Services, RBC Family Office Services

Financial Planning and Advice


Jennifer Janeczko, M.Tax

Financial Planning Specialist, RBC Family Office Services

Will & Estate Consulting


Joanne Groer, BA, LL.B, JD

Will & Estate Consultant, RBC Family Office Services

Insurance & Estate Planning


Annett LeBeau

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Private Insurance and Risk Assessment


Teresa Anastasopoulos

Private Client Insurance Specialist, RBC High Net Worth Insurance

Royal Trust Services


Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust

Private Banking


Kevin Luchenski

Private Banker, RBC Private Banking


Craig August

Private Banker, RBC Private Banking

Premier Banking


Varsha Parray

Premier Banking Advisor, RBC Royal Bank