Tushar Kumar

Tushar Kumar

Investment Advisor

905-277-1308 | Email me
905-277-6007 | Connect
1-800-323-6645

Tushar is dedicated to his clients, offering them financial strategies that fit their lifestyle.  With over 25 years of experience, each of his client's have a different value to money and he works hard to meet those different needs. 

Tushar's main goal is to alleviate the worries and stresses of individuals and families where money is involved.  He is dedicated to attaining clients long-term and short-term investment needs.  Transparency and trust are the two key ingredients of Tushar's investment philosophy. 

Tushar has always felt the importance of creating a systematic process for a financial relationship includes the proper understanding of his clients priorities and values.  With this understanding in place, his process to help clients personal and financial goals becomes easier and his clients have less to worry about at retirement and the comfort that their wealth will be passed down from generation to generation. 
 
Tushar is responsible for guiding the portfolios in all kinds of markets.  His clients benefit from his passion for Capital Markets and top-notch customer service.

Outside of the office, Tushar enjoys spending quality time with his family, his wife and two boys.  He is an avid squash player and enjoys reading.
 

One of our hallmarks as Canada’s leading full–service investment firm is the expert guidance and personalized attention you receive from your team. A highly trained and dedicated group of professionals. They are fully committed to understanding your needs and helping you achieve your financial goals. That's why, as a group, we have gained the trust of more clients, and guide more investment assets, than advisors at any other full–service investment firm in Canada.

Tushar Kumar

Investment Advisor

905-277-1308 | Email me

Krista Roberts

Assistant

905-897-8394 | Email me

Our RBC Wealth Management Services Team

The RBC Wealth Management Services Team works with Tushar to provide strategies to help reduce taxes, plan for retirement and protect your legacy.
 
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps you create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

 


Thomas Seah, CLU

Vice President & Estate Planning Specialist
 

Thomas Seah is a valuable member of your advisor's team, helping you create and preserve your wealth. Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has acquired the Chartered Life Underwriter designation. Thomas works closely with Tushar and employs a comprehensive process to assess the wealth management needs of Tushar's clients and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with Tushar in the development of appropriate solutions.  

Thomas can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada's top-ranked insurance providers.

 


Leigh Aslanis, CHS

Estate Planning Specialist

Leigh’s insurance career began in 1993 and prior to joining RBC, she worked with the largest life carrier in Canada where she specialized in disability and critical illness insurance.

 In addition to her Certified Health Specialist (CHS) designation, Leigh has continued her education with CPCA (Certified Professional Consultant on Aging) and EPC (Elder Planning Counselor).

Leigh helps to protect and transfer wealth using a variety of insurance solutions for our clients.

 


Grant Henri, CFP, PFP, Pl. Fin., TEP

High Net Worth Financial Planning Specialist
 
Grant holds three financial planning designations, a Specialist designation from the Trust Institute, and is working towards his TEP designation with the Society of Trust and Estate Practitioners. Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada as a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto. Over the last three years, Grant has been providing support on tax, legal, estate and retirement planning strategies with us at RBC Dominion Securities. He has also written several articles on these subjects which are part of our firms library of financial planning content available to you.

Grant works extensively with our Ultra High Net Worth clients and helps manage their complexities in a tax advantaged way.
   


Rebecca Henri, CFP, TEP

Financial Planning Specialist
 
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
 
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
 
Rebecca works extensively with Tushar's high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies. 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 Rebecca Henri, 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 next generation tax-efficiently and make the most of your philanthropic legacy.
 


Megan Brown, LL.B, TEP

Will & Estate Consultant
 

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. Megan joined RBC Wealth Management in February 2013. 

Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.

 Megan works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Megan will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
 


Ray Siger

Mobile Mortgage Specialist
Royal Bank of Canada
 
Ray works extremely hard on getting Tushar's clients the best rates possible for all their mortgage needs. He is committed to the client needs and will make sure the current rates will be very competitive to the market conditions. 
 
He works with clients on residential mortgages, investment properties and Lines of Credit for renovations and for investment purposes. Along with this he provides help for refinancing solutions and mortgage renewals.