Extended Wealth Management Team
Ariel-Charles Guigui, LL.B., TEP
Will and Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992 and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC Dominion Securities Ariel spent five years teaching Real Estate Law and Estate Law at Cite Collegiale in Ottawa. For the past 12 years Ariel has held several positions at a major Trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
Nadia Ganesh, CFP
Financial Planning Consultant
Nadia’s career spans over 17 years in the financial services industry through various roles with a chartered retail bank, RBC Dominion Securities and a boutique investment firm. In 2008 Nadia rejoined RBC as a member of RBC Wealth Management Services, assisting with the preparation of comprehensive financial plans for clients of RBC Dominion Securities. Nadia’s accreditations include the Certified Financial Planner (CFP) designation as well as being life, as well as accident & sickness insurance licensed for Ontario.
Nadia works closely with the team to prepare and present comprehensive financial plans that help give your clients peace of mind regarding your future financial well-being.
Tracey Goldie, CFP, CLU
Estate Planning Specialist
Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.
Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.
Segregated Funds Sales Specialist
Mike began his career in the insurance industry in 2007, working with a major insurance provider. With roles in Compliance and as an Internal Wholesaler, he has focused on the training, education and implementation of segregated funds as part of one's overall wealth strategy. In 2011, he joined RBC.
Mike obtained his Bachelor degree in Communications and Business from Wilfred Laurier University, as well as a post graduate certificate in Marketing Management from Sheridan College. Having completed a number of industry licensing courses, Mike is currently pursuing the Wealth Management Essentials (WME) course along with the Certified Financial Planner (CFP) designation.
RBC Banking Partners
Alex works closely with a select few banking partners to ensure his clients have the best access to Private Banking Commercial Banking, Mortgage Specialists and day-to-day Banking Services.