Avideh Parent B.A., LL.B., TEP
Will & Estate Consultant
Avideh is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh works closely with Brad, and his team, 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.
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.
Your process starts with a meeting with Brad and Avideh to discuss the wide range of estate objectives you may wish to achieve. Occasionally, in an effort to minimize income taxes or avoid probate taxes, another objective is thwarted. For this reason, Brad and Avideh will help you assess the costs and benefits of the many different options for you in the development of your will and estate plan. Common elements of an estate plan are included in our Estate Planning publication.
Please click here to learn more about your personalized estate plan.
When most people hear the term estate planning, they typically think of their will. While a valid will is a fundamental component of any estate plan, there are many other elements that must be considered. By planning for tomorrow – more of your estate assets can be retained, while protecting your estate and leaving a lasting legacy for your family.
Jason Fong, B.Comm., CA
Financial Planning Specialist
As a Financial Planning Specialist, Jason's role is to work with and support Brad in preparing and presenting your Compass Financial Plan. He also works to identify and assess any related financial, tax and retirement planning concerns you might have.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. His work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason's client base included high-net-worth individuals, private companies, trusts and partnerships. Jason's experience helps clients address all areas of financial planning, maintaining a holistic approach.
This process consists of an initial information gathering meeting with Brad and Jason. Participants are encouraged to include their Accountant, or other trusted advisors, or perhaps family members in this process. When you meet with Brad and Jason, they will work with you to understand your personal goals. They are able to present strategies that are appropriate for your personal situation by drawing on the depth of experience from RBC's team of financial, taxation, and legal professionals. Reaching your goals often requires an interaction of strategies which is why Brad and Jason offer you the opportunity to have your Accountant participate in this process with you.
Once complete, a second meeting will be held to review your completed financial plan and discuss the details. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning. This personalized written report should serve as a roadmap to help you make financial decisions in the future. Brad and his team will work with you, and your own tax and legal advisors, to effectively execute on the strategies and solutions that will help you to reach your personal goals and bring you peace of mind. Here is more information on what you can expect from your financial plan that Jason and Brad create for you.
Please click here to learn more about your personalized financial plan.
We recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer our clients the highest level of financial planning.
Estate Planning Specialist
Colin is a valuable member of our team, helping you 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 Regina’s 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.