Estate Planning Specialist
Gord Sandberg is a valuable member of your IA’s team, helping you create and preserve your wealth.
Gord employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gord will partner with your other professional advisors in the development of appropriate solutions.
Gord can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada.
Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.
Estate Planning Specialist
Denny began in the financial services industry in 2003. He graduated from the University of Alberta with a Bachelor of Commerce degree and has experience in assisting business owners, Denny assists clients with personal and corporate insurance solutions.
Avideh Parent, B.A. , LL.B, TEP
Will and Estate Consultant
Avideh is an experienced lawyer and a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton and the Edmonton Community Foundation. Avideh has been featured on Global TV, Shaw TV, and various financial education websites. Avideh works with clients to help them structure their estates in an efficient and tax-effective manner.
Financial Planning Specialist
Rebecca is a Chartered Professional Accountant (CPA, CA) with over 15 years of post-designation experience. She graduated with a Bachelor of Commerce from the University of Alberta, specializing in Accounting. Rebecca has also completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course, and the Advanced Tax Course for Owner-Managed Businesses.
Prior to joining RBC, Rebecca was a senior manager in the tax department at one of the leading international public accounting firms. In her previous role, she worked with private companies, high net worth individuals, trusts and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring.
Rebecca’s role is to work with and support your RBC advisor in preparing and presenting comprehensive Compass Financial Plans, and to identify and assess any related financial, tax and retirement planning concerns you may have.