A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy

Estate and Insurance Strategies

Advisor

Peter Kardassopoulos, PFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will, PoA and Estate Consulting

Advisor

Alleen Sakarian

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Wealth Planning

Advisor

Omair Zaman, CPA, CA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Trust Services

Advisor

Endrita Isaj, J.D.

Will and Estate Advisor, RBC Royal Trust


Premier Banking

Advisor

Paul Silverston

Premier Banking Advisor, RBC Royal Bank


Group Savings

Advisor

Steve Chow, RPA

Group Advantage Consultant, RBC Royal Bank


Advisor

Saverio Artuso

Group Advantage Consultant, RBC Royal Bank


Group Benefits

Advisor

Kathy Paganos

Senior Group Benefits Specialist, RBC Life Insurance Company


Private Insurance

Advisor

Melissa R Rodrigues, CIP

Private Client Insurance Specialist, RBC Private Insurance