Colin Ardill-Estate Planning Specialist
Colin Ardill, Insurance Specialist, employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Colin will partner with your other professional advisors in the development of appropriate solutions.
Colin can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavor, Colin has access to insurance solutions from the top-ranked insurance providers in Canada.
Ariel-Charles Guigui B.Adm., LL.B., TEP-Will and Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to
joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable
guidance during the creation of your estate plan.
Janice Walsh, CA, CFP, CLU, CFC-Financial Planning Specialist
Since 1987, Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients. Janice works with us in preparing and presenting comprehensive Compass Financial Plans.
We also offer access to our network of professionals such as lawyers and accountants to help ensure that the various issues related to the management of your wealth are properly addressed. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach.Claire can help you address all your wealth management concerns, working in partnership with your tax and legal advisors.