Victoria Schneider, JD, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.
Vickie is a Society of Trust and Estate Practitioners (STEP) Calgary Branch Committee member.
Jason Fong, B.Comm., CPA, CA, CFP
Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management
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.
Eric Milner, CHS, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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 7 children.
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.