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Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.

Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts’ In-Depth Tax Course.

Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason’s client base included high-net-worth individuals, private companies, trusts and partnerships.

As a Financial Planning Specialist, Jason’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.

Prior to joining RBC, Shauna was employed as a tax manager at one of the largest multi-national public accounting firms where she specialized in accounting, tax planning and compliance for individuals, owner-managed businesses and corporate clients.
Shauna is a Certified Financial Planner professional. She received her Bachelor of Commerce (major in accounting; minor in finance) from the University of Alberta. She has completed Levels 1 and 2 of the CICA’s In-depth Tax Course.

Shauna’s primary role at RBC is to work together with the advisors in preparing and presenting comprehensive Compass Financial Plans.

Lauren obtained her Bachelor of Arts degree from Saint Mary’s University and her Juris Doctor degree from Dalhousie University. She is a member of the Law Society of Alberta and is currently enrolled as a student member with the Society of Trust and Estate Practitioners, working to obtain her Trust and Estate Practitioners (TEP) designation.

Prior to joining RBC, Lauren’s practice focused primarily on estate planning matters including Wills, personal directives and powers of attorney, as well as trusts and estate administration matters. She also has experience in estate litigation and family law.

As a Private Banker with RBC Wealth Management, Matt Fitzsimmons provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Calgary, Matt works with clients throughout Alberta and the Territories to address their often-complex banking, credit and wealth management needs with seamless banking and financial solutions. When required, he can also work collaboratively with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies.

Matt has been in financial services for 12 years. Prior to joining Private Banking, he was a regional manager for RBC Global Asset Management, where he worked as a consultant and coach to advisors within RBC, helping to ensure their success with clients.

He holds a degree in financial services from Mount Royal College and earned a master’s degree in business administration from Dalhousie University. He is also a Certified Financial Planner (CFP), which helps him provide effective financial planning advice to his clients.

Born and raised in Strathmore Alberta, Matt currently resides in Calgary. Away from the office, he enjoys snowboarding and hockey in the winter, golf and tennis in the summer, and also loves to travel.

As a Premier Banking Advisor for the Greater Calgary Area, Maggie Farivar works as a single point of contact, providing banking and credit solutions for clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the Region, she provides personalized services and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 11 years of experience in Financial Services with RBC, Maggie brings an in depth experience to the Premier Banking Role. She is highly respected by her clients, her peers and within the industry. As a result, Maggie has received many awards for outstanding performance. Over the past 5 years, she worked as a Business Account Manager and a Mortgage Specialist with a focus on relationship management.

Maggie holds a Bachelor of Arts (English) Degree. She is also strongly committed to giving back to her Community through volunteering at the Alberta Children’s Hospital; Ronald McDonald House; United Way and Habitat for Humanity.

Maggie was born in Tehran, Iran and moved to Canada in 1997, where for the last 25 years has made Calgary her home. In her free time, she enjoys spending time with family, cooking, interior and fashion designing as well as biking and jet skiing. She is fluent in both English and Farsi.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

A practiced lawyer, Anisa brings professional expertise and practical solutions to the creation of your estate plan. Whether you need assistance with minimizing family conflict, transferring your business or protecting beneficiaries, Anisa can help. She is a member of the Law Society of Alberta, as well as the Wills and Estates section of the Canadian Bar Association.

Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand.

Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada.

Entering the financial services industry in 2003, Eric’s career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada.

Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 8 children.