PUTTING YOU FIRST WITH A TEAM APPROACH

As a client of Andrew King's Wealth Management Team you will receive timely service and professional advice from the various experts who form our team. Team members focus on different areas of client service according to their background and area of expertise. You get the expert assistance when and where you need it.

Michael Morris

Associate Advisor

403-299-7154 | Email me

Michael has 8 years of industry experience and graduated from Mount Royal University with a Bachelor of Financial Services degree. He has a strong background in both Financial Planning and Investment Management and serves our clients in both those areas. His educational background also includes the CFP Designation and many Canadian Securities Institute accreditations. Michael is the President of the Bissett School of Business Alumni Chapter at MRU and enjoys back-country jogging in his leisure time.

Nellie Hubler

Associate

403-299-7066 | Email me

Nellie's career has spanned over 25 years with Dominion Securities and she has been a valued member of the Calgary office for the past 15 years. Nellie's knowledge and industry experience are invaluable assets to our team. She has an outstanding commitment to providing our clients with the highest level of service. Nellie has three daughters and six grandchildren and she enjoys the outdoors, sporting events and gardening.

Wealth Management Services Team

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies.

John Simes LL.B

Will & Estate Consultant

John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

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

Contact us today for an initial consultation. Or learn more about how will & estate planning can help you achieve your financial goals.

Mike Macoun CLU, RHU

Estate Planning Specialist

Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers inCanada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.

Contact us today for an initial consultation. Or learn more about how insurance solutions can protect and build your wealth.

Neil Horne B. Com, CA, CFP

Estate Planning Specialist

Neil graduated from the University of Alberta with a Bachelor of Commerce degree, is a member of the Institute of Chartered Accountants of Alberta (graduate with Ernst & Young Chartered Accountants), has obtained the Certified Financial Planning designation and is a Registered Trust and Estate Practitioner. He has completed the Canadian Institute of Chartered Accountants In-depth tax course, the Canadian Securities Course and trained as a financial analyst with the Alberta Securities Commission.

He practiced as a Chartered Accountant for 15 years providing tax and accounting services to families and businesses in Alberta. Subsequent to his career as a practicing CA, Neil was the National Estate and Tax Planning Consultant with a major insurance company, developing advanced tax and estate planning strategies for financial advisors and clients in the business and affluent markets.

As an Estate Planning Specialist with RBC Wealth Management Financial Services Inc., Neil provides insurance solutions for clients in the areas of Estate Planning, Retirement and Succession Planning, Charitable Giving, and Executive Compensation.

Jason Fong, B.Comm., CA

Financial Planning Specialist

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.

Monika Zarzycki, BBA, CACA

Financial Planning Specialist

Monika received her Bachelor of Business Administration (major Accounting) from Mount Royal University. She is a Chartered Accountant (CA) and has completed Level 1 and 2 of the Canadian Institute of Chartered Accountants' In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of Canada's largest public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Faisal Jamal, CA

Senior Manager, Business Owner Specialist, High Net Worth Planning Services

Faisal is a Chartered Accountant and his educational background includes the completion of the CICAs in-depth tax course (Level I, II and II), a BA 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.

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. Faisals expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal works closely with your advisor to identify strategies and solutions to structure your affairs in a manner that addresses your overall wealth planning needs, customized to meet your personal, family, and business planning objectives, which you would then discuss and implement with your accountant or lawyer.