Estate Planning Specialists
Having begun his career in the financial services industry in 2003, Denny has a range of experience working in both sales and management positions. He prides himself on fostering high-trust relationships and matching client goals with ideal solutions. Specializing in working with families, professionals and business owner clients, including extensive work with physicians, Denny offers unique and customized life and living benefits insurance-based solutions to meet your needs.
Denny is an active 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. He previously held a five-year board member position for ADVOCIS at the Edmonton Chapter.
Patrick Cziolek, BCom, CFP, CLU, CHS, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."
Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.
While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.
Will & Estate Consultant
Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. 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 is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.
Business Owner Specialist
Coady Cormier, BBA (Fin), LL.B, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
In addition to providing planning assistance to business owners (including incorporated professionals), Coady provides planning assistance to executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner- Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Financial Planning Specialist
Maggie is both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas.
Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients.
As a Financial Planning Specialist, Maggie’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
Premier Banking
As a Premier Banking Advisor for the Greater Edmonton region, Marc works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. He partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their clients' day-to-day banking needs.
Marc has worked in the financial industry for over 10 years, and brings in-depth experience to the Premier Banking role. Over the past 3 years, he worked as a Business Account Manager, in Business Markets, with a focus on relationship management. Committed to giving back to his community, Marc volunteers with the Edmonton Ronald McDonald House and Habitat for Humanity Edmonton.
Marc was born in Calgary, raised in Edmonton, and calls Alberta home for over 40+ years. When he is not hard at work for his clients, Marc enjoys camping with his family in the summer; skiing and hiking activities in the winter. Other pursuits include rollerblading, reading books, traveling, and spending time with family and friends. Marc is also Bilingual and fluent in both French and English.
As a Premier Banking Advisor for the Greater Edmonton Region, Alexandra works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. She partners with Investment Advisors and Counsellors across the region and provides personalized service and tailored advice to efficiently manage their clients' day-to-day banking needs.
Alexandra has worked in the financial industry for over 18 years and brings in-depth experience to the Premier Banking role. Over the past 9 years, she worked as a Business Account Manager in Business Markets focusing on relationship management with business owners.
Alexandra holds a Bachelor of Commerce degree from University of Alberta, major in Finance. Committed to giving back to her community, Alexandra volunteers with Edmonton Food Bank and Edmonton Ronald McDonald House.
Alexandra was born in Taipei, Taiwan and has called Edmonton home for over 30+ years. When she is not hard at work for her clients, Alexandra enjoys travelling, reading mystery novels and hiking.