Mouyleng (Mou) Ly, BSc. Honours
Chartered Accountant (CA), Certified Financial Planner (CFP)
A key member of Greg's team, Mou Ly is a Chartered Accountant and has a Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.
Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate planning and personal financial planning.
Anna Kubicek, CFP, CLU
Estate Planning Specialist
Through a variety of life insurance, annuity, and living benefits products, Anna works closely with Greg to employ creative, tax-exempt strategies that protect wealth and increase net worth. For especially complex situations, she brings in advisors from other appropriate disciplines. She also structures insurance contracts to ensure wealth is transferred to heirs in accordance with client's wishes.
Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992 and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996.
He has taught real estate law and, prior to joining RBC, Ariel has held several positions at a major trust company. His significant practical experience in estate planning enables him, in consultation with Greg, to offer you invaluable guidance in the creation of your estate plan.
James Wong CPA, CA, CBV
RBC Wealth Management Services, Business Succession & Sale Expert
A key member of the Greg Hall team when it come to Business Succession and Sale issues, James spent the last thirteen years advising owners of privately held businesses on exiting or passing on their business.
In the process has developed several best practices around business succession planning. He recently co-authored a book, "The Transition Experience - What every Canadian family business owner should know beyond succession planning".
Prashant Patel, ASA, CFP, TEP
High Net Worth Planning Services
Prashant has assisted high net worth and ultra high net worth individuals and families with tax, estate and retirement issues since 1992. His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues.
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four Toronto accounting firms. Prashant is an Associate of the Society of Actuaries and a member of the Canadian Tax Foundation. He is a crucial member of the Greg Hall team.
Murray Shapiro, BA, LL.B, TEP
High Net Worth Planning Services
Murray has been providing advice and technical support for high net worth individual and family wealth planning since 1994. His expertise encompasses both domestic and international family circumstances.
Before joining RBC's Canadian Wealth Management Services team in 2008, Murray worked with RBC's Global Private Banking group as the senior resource in their global trust business for over 13 years.
Murray is an active writer, speaker and educator on a wide range of wealth management issues and enjoys a close working relationship with Greg.