Andrew Coates

 

Andrew is a member of the interdisciplinary Family Office Services Team advising high-net-worth clients specifically in the area of estate planning. Andrew’s role is to design comprehensive estate plans, typically including a mix of Wills, powers of attorney, and trusts, that address client-specific issues like blended families, non-residents, beneficiaries with disabilities, foreign assets, business succession planning, charitable giving, and tax planning.

Prior to joining RBC Wealth Management, Andrew practiced law at two Bay Street Firms in Toronto in the areas of estate and trust planning, administration, and litigation; non-profit law; family law; and personal tax planning. Andrew draws on his experience advising high-net-worth, and family office clients to provide estate planning recommendations tailored to each RBC client’s unique circumstances.

Andrew obtained his Bachelor of Arts (Hons.) from York University and Juris Doctor from Osgoode Hall Law School. Andrew holds the specialized designation of Trust and Estate Practitioner (TEP) from STEP Canada, is a member of the Ontario Bar Association, and is licensed by the Law Society of Ontario.