Robyn Solnick, LL.B., TEP
Vice President, Business Owner Specialist
High Net Worth Planning Services, RBC Wealth Management Services
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
James Wong, CPA, CA, CBV
Vice President, High Net Worth Planning Services
RBC Wealth Management Services
As a Vice President, High Net Worth Planning Services, James, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
James spent the majority of his career in various capacities advising owners of privately held businesses. Prior to joining RBC, he spent 12 years at another major national financial institution as the Vice President of Succession Planning. In that role, James developed several best practices around succession planning that take into account Many
of these practices are shared in the book he co-authored, “The Transition Experience – What every Canadian family business owner should know beyond succession planning”,
released in December 2011.
James is a Chartered Accountant and Chartered Business Valuator and is a frequent presenter on business succession planning. He obtained his degree, Masters of Commerce from the University of Canterbury in New Zealand.
High Net Worth Planning Services
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto. Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
Janice Walsh, CPA, CA, CFP, TEP
Vice President and Will & Estate Consultant
RBC Wealth Management Services
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 Cité Collégiale 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.
Ariel works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Ariel will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.