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.
 
Colin Biblow, CFP, FMA
Estate Planning Specialist
 
Colin is a valuable member of our team, helping create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan. Specializing in estate planning, Colin is able to provide innovative and tax efficient solutions to various wealth management issues. Additionally, he is able to focus on personal and corporate solutions while addressing needs related to estate preservation, excess taxation and farm and business succession planning.
Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011.
 
Attending the University of Reginas Faculty of Administration, Colin completed his degree in 2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
 
Colin lives in Saskatoon with his wife and two daughters. He is very active in community organizations and volunteers numerous hours throughout the year with a variety of community service groups.
 
Tim Squire, FCGA, CFP, CLU, FMA
Financial Planning Specialist
 
Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
 
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim's extensive expertise and experience helps clients address all areas of financial planning.
 
Tim is a Certified General Accountant and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner and Chartered Life Underwriter (a wealth transfer and estate planning designation).
 
Lance Dimond, CFP, FMA
Financial Planning Consultant

Lance attended the University of Manitoba where he completed a Bachelor of Commerce degree (Honours). He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.

With over 16 years of professional experience in the financial services industry, Lance has a wealth of knowledge in helping clients develop solutions for their long-term financial security and goals. Lance spent five years in Personal Financial Services at RBC Royal Bank, and eight with a leading national wealth management provider. He specializes in providing financial planning services to advisors and their high-net-worth clients.

His background in wealth management is a valuable asset to clients who want an effective financial plan that helps them achieve their goals and maximize their wealth.
Lances role is to work with and support your Investment Advisor in preparing and presenting comprehensive Financial Plans.
 
Avideh Parent, LL.B., TEP
Will & Estate Consultant
 
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
 
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration
 
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Avideh, a Will & Estate Consultant. Avideh works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Avideh will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
 
Valerio Ferrari, PFP, TEP
Senior Trust Advisor, RBC Estate & Trust Services
 

As a Senior Trust Advisor, Valerio Ferrari serves clients throughout the Manitoba, Saskatchewan and Northern Alberta territory. Valerio provides a wealth of knowledge relating to trusts and their administration. With a career focus on client relationships, he is dedicated to his clients and provides a personalized service tailored to their specific needs.

A graduate of Northern Alberta Institute of Technology with a Diploma in Accounting, Valerio has continued to deepen his knowledge and expertise with key industry designations including the Professional Financial Planning (PFP) and Trust and Estate Planner (TEP) designations.

Valerio works with individuals, families and businesses providing customized estate, trust and incapacity solution. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, to arranging to assist with the administration and responsibilities for a Power of Attorney, Valerio can help. 

With more than 25 years of industry experience, Valerio 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. Valerio understands that no two clients are the same and so together with his RBC Estate & Trust Services partners he can find the solution that's right for you.

Professional referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure were all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.
 
The expertise of Canada's leading Wealth Management provider
 
Through Barry Woytowich and his team you have access to the resources and expertise of RBC Dominion Securities, Canada's leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.
 
Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, several banking and insurance services are available through our partners in RBC.