Wealth Management Services

Before we recommend wealth management solutions, we invest the time up front to understand your financial objectives, unique preferences and personal goals, then recommend and implement appropriate solutions.

Drawing on our team members' depth of experience as financial, taxation and legal professionals, we present strategies that are appropriate for your personal situation.  Next, RBC Wealth Management Services team members will work with you and your Investment Advisor to turn proposed strategies into actionable solutions.

Your Investment Advisor can also liase with your own tax and legal advisors and members of the RBC Wealth Management Services team to effectively execute on the solutions that will help you to reach your goals

High Net Worth Planning Services

For affluent clients, High Net Worth Planning Specialists and Business Owner Planning Specialists provide strategies and advice including tax and estate planning for executives, business owners, professionals, retirees and those with U.S. assets and property.  Specialists will work closely with your Investment Advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs.

Estate Planning Specialists

Estate Planning Specialists may offer effective solutions to excess taxation, estate preservation and business succession, and can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death.

Will and Estate Consulting

If appropriate for your situation, Will and Estate Consultants will work closely with your Investment Advisor to provide you with information on structuring your estate in an efficient and tax-effective manner, and can assist in developing your legacy to family and charity.

Financial Planning

When your situation warrants comprehensive financial planning, Financial Planning Specialists and Consultants focus on understanding your current financial situation and objectives to identify strategies to help you achieve your life goals.  Your financial plan will incorporate your investment plan and will include a general review of your risk management, tax and estate plans to ensure that you have a well-rounded plan of action.

Estate & Trust Services

Estate & Trust Services provides individuals, families and businesses with valuable estate, trust and incapacity services, tailored to your specific needs.  In working with your Investment Advisor Estate & Trust Services has the expertise to deal with unique and complex issues delivering tailored and thoughtful solutions through a personal relationship with your skilled advisor.

RBC Wealth Management, Private Banking

Our unique location allows us to meet fact-to-face with banking partners who specialize in tailored, comprehensive packages for your personal or business needs.

An RBC Royal Bank Private Banker can help you achieve your goals while relieving you of the ongoing burden of managing your finances.  Your dedicated Private Banker will provide the preferred care and responsive service you require through personal relationships, industry leading professionals and a unique service offering that is constantly evolving to bring you the most innovative wealth management solutions available.

Calgary Wealth Management Team

Coady Cormier, B.B.A. (Finance), LL.B., TEP
Vice President, High Net Worth Planning Services | Business Owner Specialist

Faisal Jamal, CPA, CA
Vice President, High-Net-Worth Planning Services | Business Owner Specialist

John Simes, J.D.
Vice President, Will & Estate Consultant

Mike Macoun, CLU, CHS, TEP
Vice President, Estate Planning Specialist

Eric Milner, CLU, CHS
Estate Planning Specialist

Dereka Thibault, FCPA, FCA, TEP
Vice President, Agri-Business Consultant

Todd Sysak, CLU, TEP
Estate Planning Specialist

Kelly Kotello, B. Comm., CA, CFP
Financial Planning Specialist

Monika Zarzycki, BBA, CPA, CA, CFP
Financial Planning Specialist

Jeff Unruh, CFP, CMA, CLU
Financial Planning Consultant

Jason Fong, B. Comm., CPA, CA
Financial Planning Specialist

Shauna Glemser, B. Comm.
Financial Planning Specialist

Sandra Koller, CPA, CA
Financial Planning Specialist

Michelle Kasper, TEP, CFP, PFP
Senior Trust Advisor