Our partnerships

As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

"I'm here to get to know you and learn what matters most."

For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry. 

Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.

Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."

Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason’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, tax and retirement planning concerns you might have.

As a Private Banker with RBC Wealth Management, Jeffrey (Jeff) Mill and his team bring over a decade of experience in financial services by providing tailored and comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Red Deer, Jeff works with a select number of clients in Red Deer and the Central Alberta area to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. Jeff and his team excel at providing the highest level of customer satisfaction and contact at all times.

When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Jeff’s financial services career spans 15 years, and has included roles in personal banking and business banking, where he worked with diversified businesses to provide both lending and financial planning advice and counsel.

Jeff and his family moved to Red Deer in 2016 where they currently reside. His holds his designations as a Certified Financial Planner and Personal Financial Planner, as well as a Honour’s Bachelor of Arts from McMaster University. In his life outside of the office, he enjoys golf and hiking with his family.