Our Partners

Mike est d’avis qu’améliorer la vie de ses clients et que le succès à long terme ne sont pas le fruit du hasard. Il comprend que des decisions financières doivent être prises minutieusement et il tire beaucoup de satisfaction à savoir que son travail consiste à aider les gens à réaliser leurs objectifs en matière de planification fiscale, de retraite et successorale. Travaillant en étroite collaboration avec des clients et leurs conseillers, Mike propose des solutions de haut niveau, malgré qu’empreintes de simplicité, à des situations complexes.

Depuis tout près de 30 ans, Mike exerce ses compétences au sein de l’industrie des services financiers, plus particulièrement en planification de patrimoine familial et dans les solutions avantageuses d’assurance-vie. Il a rejoint RBC en 1997 et il est membre d’Advocis, l’association de professionnels conseillers financiers à adhesion facultative la plus importante au Canada.

En dehors du travail, Mike apprécie se trouver en famille, sur un terrain de golf, en voyage et il est un amoureux de plein air.

Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.

Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.

As a Senior Will and Estate Advisor for the Greater Ottawa and Kingston Region, Demi McGoldrick brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with both clients and their trusted advisors to help craft a comprehensive, effective and tailored estate plan that meets their individual needs and advises executors how to alleviate their administrative and legal burden. Whether clients are taking their first steps towards wealth transition to the next generation or if they have specific requirements—such as protecting a disabled heir, planning for blended families, transitioning a family business, or ensuring a child’s inheritance is properly structured—Demi can help. Prior to joining RBC Royal Trust, Demi worked in private practice, assisting clients with their estate planning, estate administration and business succession planning needs. She is a graduate of the University of Edinburgh Law School with a Bachelor of Laws (LL.B.) and is currently a board member of the Ottawa Estate Planning Council. The combination of her professional experience and commitment to providing practical solutions, in addition to her ability to put clients at ease, makes Demi an invaluable resource for both clients and their financial advisors.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.