Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Maggie Gao, CPA
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Maggie is both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas.
Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients.
As a Financial Planning Specialist, Maggie’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
Patrick Cziolek, BCom, CFP, CLU, CHS, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."
Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.
While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.
Maya Diab
Private Banker, RBC Private Banking
With over 25 years in the financial services industry, Maya Diab has extensive experience working with high net worth individuals and their families, business owners, and corporations in Edmonton and the surrounding area. She believes that the client relationship is built on open communication and trust, and she is passionate about delivering exceptional experiences working one-on-one with each client. By drawing upon the full spectrum of specialists available both internally and externally, she follows a sophisticated wealth management and planning process, offers domestic and international trust structures, and consistently delivers sound advice and optimal solutions to her clients.
Clients value the experience, perspective and expertise that Maya brings to the relationship, including her 16 year service as a Personal Financial Planner (PFP) in Dubai UAE. With attention to detail is paramount, she offers a truly personalized and differentiated service – as a result, Maya works intimately with a limited number of clients and their families. This approach allows her to spend more time deeply understanding her clients' needs – helping them simplify their financial journey.
Maya was raised in United Arab Emirates and has made Sherwood Park, Alberta her new home. She is a caring individual who loves to help and educate her clients and everyone around her. Outside the office, she gives back to her local community, and is involved in various volunteering opportunities at Mustard seeds, Little Worriers and the Sherwood Park food bank. Spending time with her family is her favourite pastime, and they enjoy travelling, cooking and watching movies together.
Quintin Lottering
Group Advantage Consultant, RBC Royal Bank
With 8 years of experience within the financial services industry, RFP, Quintin brings the expertise required to provide specialized advice that will optimize the benefits to you and your employees. Working directly with you, your HR department or your payroll personnel, Quintin will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Quintin understands your specific requirements to customize your company’s Group Savings program solution, he will support and guide you through the development and implementation process.
Rachel McKean
Private Client Insurance Specialist, RBC Private Insurance
Rachel is a Risk Assessment Insurance Specialist with 25 years of industry experience. She is dedicated to helping clients protect and preserve their wealth, possessions and lifestyle. Rachel started her career at Abbey Insurance Brokers in Northern Ireland where she held numerous roles from administrative assistant to assistant manager.
In 2013, Rachel moved to Canada after the recession in search of a better life. She settled in Edmonton, Alberta with her husband where she fell back into the insurance industry. During this time she rediscovered her passion for insurance and helping clients protect what matters most to them – their lifestyle. Prior to joining RBC, Rachel had the opportunity to work at CMB Insurance. In her role, she was responsible for building their VIP personal lines book of business.
Along with a diploma in Management, Rachel is currently working towards her Canadian Accredited Insurance Broker (CAIB) designation. When not taking care of clients, you may find Rachel travelling, reading, cooking, watching Netflix, attending concerts and festivals, or skiing with her husband and daughter in Jasper.
Sorry we couldn't submit this form at this time. Please try again later.
How can we help?
Thank you for reaching out!
Your message and contact details have been delivered to us successfully.
A member of our team will contact you within 48 hours to make arrangements for a complimentary consultation.
For more information, to subscribe to Tony's updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".
*Required fields