Kari joined RBC Dominion Securities in January 2007 as a Financial Planner. She holds the Financial Management Advisor Designation and has over 8 years experience in the financial sector with a strong background in accounting and finance. Kari completed her BA at the University of Waterloo and is also a level three CGA candidate.
Kari believes that a financial plan is extremely valuable in helping families to achieve their goals and for overall long-term financial well-being. It can provide families with a clear picture of where they are presently, a strategy for where they need to go, and peace of mind for the future. Kari looks forward to helping families with all of their financial planning needs.
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.
Claudia Morrison, PFP, CIM
Regional Trust Advisor
As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.
A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.
Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.
Joseph Power, LL.B., TEP
Will & Estate Consultant
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member the Society of Trust and Estate Practitioners, Ontario, and a Member of the Carleton County Law Association.
Prior to joining RBC Dominion Securities, he practiced estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation. He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration, and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will and Estate course.