Joyce Burnett, LL.B., TEP
Will & Estate Consultant
Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986.
Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association.
Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.
Colin Biblow, CFP, FMA
Estate Planning Specialist
Colin is a valuable member of our team helping to create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan.
Specializing in estate planning, Colin is able to provide innovative and tax efficient solutions to various wealth management issues. Additionally, he is able to focus on personal and corporate solutions while addressing needs related to estate preservation, excess taxation and farm and business succession planning.
Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011.
Attending the University of Regina's Faculty of Administration, Colin completed his degree in 2002. He has earned his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Colin lives in Saskatoon with his wife and daughter. He is very active in community organizations and volunteers numerous hours throughout the year with a variety of community service groups.
Jason Fong, B.Comm., CA
Financial Planning Specialist
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.
Coady Cormier B.B.A. (Finance), LL.B., TEP
Vice President, Business Owner Specialist, High Net Worth Planning Services
Coady specializes in tax and estate planning for wealthy families.
Coady has assisted wealthy families with tax and estate planning since 1992. His expertise includes tax and estate planning for executives, business owners, professionals, retirees and those individuals with U.S. issues.
Coady is a lawyer and his educational background includes the completion of the CICA’s in-depth tax course (Levels I, II and III), a Bachelor of Business Administration (Finance Major) from Bishop’s University, and a law degree from Dalhousie University. He is also a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist) and the Society of Trust and Estate Practitioners.
Wealth Planning Consultation
Coady works closely with your advisor to identify strategies and solutions to structure your affairs in a manner that addresses your overall wealth planning needs, customized to meet your personal, family, and business planning objectives, which you would then discuss and implement with your accountant or lawyer.