Kelly Kotello, CA
Financial Planning Specialist
Kelly is a Chartered Accountant (CA) with over ten years of post designation experience. She has also completed Level 1 and 2 of the CICA In-Depth Tax Course. Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients. Kellys role is to work with and support your advisor in preparing and presenting comprehensive financial plans.
Kata Acheson, CFP
As a Private Banker, Kata provides tailored wealth management solutions to a select group of clients throughout Alberta, serving primarily Calgary, Canmore, Medicine Hat and Lethbridge.
Kata works with clients, their families and their businesses, to deliver sophisticated banking, personalized short- and long-term lending solutions and flexible credit packages. She then accesses a team of experts including specialists from within RBC to provide investments, commercial banking, and domestic and international trust products. As needed, she will draw on an extensive team of wealth management specialists who can provide specific tax, estate and business owner planning, among other services.