Will & Estate Planning Specialist
The Consultant, Robyn Solnik, is a lawyer with significant experience in the area of wills, estates and trusts. Robyn can discuss your will and estate plan with you in order to ensure it is current and continues to meet your needs and objectives. As well, Robyn can provide advice on the most efficient and tax effective strategies for the distribution of your estate that may be of particular importance in light of several tax and estate planning developments which have taken place in the last few years.
Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc.
Gerry brings to RBC DS, 30 year of life insurance industry experience. In addition, to his B.Sc, Gerry is a Chartered Life Underwriter, Chartered Financial Planner and Chartered Financial Consultant. Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis Board. Currently, he is on the Advisory Board for Financial Services Commission of Ontario. This experience gives Gerry the ability to help Investment Advisors develop their insurance practice. Gerry's focus will be on providing tax and estate planning solutions for our clients through new innovative uses of insurance strategies.
Janice Walsh, CA
Janice is a Chartered Accountant, Certified Financial Planner and member of the Society of Trust and Estate Practioners. She completed her Honours Bachelor of Business Administration at Wilfrid Laurier University. Janice also holds the Chartered Life Underwriter and Chartered Financial Consultant designations. 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 and their advisors. Janice joined RBC Dominion Securities in 2005.
In appreciation of your valued business relationship with us, we are pleased to offer you comprehensive financial planning with Janice Walsh. RBC Dominion Securities' comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.