Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She received a Bachelor of Arts Honours degree from Trent University in 1996 and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning. Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is currently working towards her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners. Over the last several years, Rebecca has worked extensively with high net worth clients including business owners, executives and professionals and has gained considerable expertise with more advanced tax and estate planning strategies. At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.