Our RBC Partners

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. 

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts. 

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning. 

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan. 

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients. 

Working as a single point of contact, Eric partners with all Investment Advisors and Investment Counsellors across the Greater Toronto Area, primarily supporting RBC Wealth Management's Richmond Hill and Scarborough branches. Eric speaks fluently Mandarin to support all Asian Market Wealth Management clients as per their needs.

Eric brings strong experience in financial planning, credit planning and wealth management from the past 9 years in financial industry. Eric joined RBC Wealth Management as a Financial Planner, Investment and Retirement Planner and have been working as a Financial Advisor before becoming Premier Banking Advisor. He has been working with RBC Private Wealth Management partners closely to deliver high end client experiences and exceptional advice.

He obtained a Bachelor of Arts Degree in Economics from York University and a Specialized Business Diploma from Centennial College. He also holds professional certification including Canadian Security Course and Certificate in Financial Service Advice.

Eric was born in China and moved to Toronto in 2008. He is currently living in Markham with his wife and daughter. Eric enjoys being active by playing basketball and hiking, as well as spending time with his family and traveling to different countries.

Ryan is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and Chartered Life Underwriter (CLU). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting. He is a member of the Canadian Tax Foundation and The Society of Trust & Estate Practitioners (Canada). 

In his previous role as a tax manager at one of the global major accounting firms, Ryan specialized in providing tax planning services to high-net-worth families, private businesses, estates, trusts and partnerships. His work focused on tax minimization strategies and reorganizations. 

Ryan’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 planning concerns you may have. 

Specialized financial planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Ryan Leung, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.

Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Manish can help.

Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.

Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans