Be Confident

"My priority is understanding you; then provide solid advice and the confidence to help you make good decisions for now and the future."


 

 

Barbara Harron, Hons BBA, CFP, CIM

Vice President & Associate Portfolio Manager, Hons BBA, CFP, CIM

An Investment Advisor with RBC Dominion Securities since 1997, Barb continually works to add qualifications. She achieved her Certified Financial Planner (CFP) designation and derivatives fundamentals in 1999. She added her Partners, Directors and Senior Officers qualification in 2007, and technical analysis in 2009.

Linkedin: http://www.linkedin.com/in/barbara-harron-5b8798144


Our Team

 

Pakkin Lee  

Associate

pakkin.lee@rbc.com

416-842-3908

Pakkin joined the team in March of 2016.

 

 

 

Prashant Patel, ASA, CFP, TEP

Vice President, High Net Worth Planning Services

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992. Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto. His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

 

 

Catherine Nicholls, LL.B., TEP

Vice President and Will & Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration. Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She is a member of the Society of Trust and Estate Practitioners (STEP).

 

 

Kelly Rivard, LL.B., CFP, TEP

Vice President and Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course. Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

 

 

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.

 

Susannah Musselman, CPA, CA, CMA, CFP

Vice President and Financial Planning Specialist

Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy. Susannah provides comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning. Susannah’s role is to work with and support Barbara in preparing and presenting comprehensive Compass Financial Plans.