Will & Estate Consultant
Robyn graduated from YorkUniversityin 1988 and from Osgoode Hall Law Schoolin 1991. She was called to the Ontario Bar in 1992. Prior to joining RBC Dominion Securities, Robyn practised estates, succession planning, trusts, planning for incapacity and charities law. She was also a Will & Estate Consultant with a major trust company.
She is an active member of The Society of Trust & Estate Practitioners (Canadian chapter) and the Ontario Canadian Bar Association - Estate & Trust Section and Charitable and Not for Profit Section. She teaches estate planning and administration at the Bar Admission Course. Most recently, Robyn co-authored Drafting Wills in Ontari A Lawyer's Practical Guide.
Vice President and Estate Planning Specialist
Gerry helps Hira Joshi provide tax-efficient, insurance-based strategies to enhance and protect your financial well-being. He joined RBC in 2002 and brings with him over 30 years of life insurance industry experience, including a senior management role with a leading financial institution.
In addition to his Bachelor of Science degree, Gerry has also acquired the Chartered Life Underwriter (CLU) designation. He has also obtained the professional designation for Chartered Financial Consultant(CHFC) and the Certified Financial Planner (CFP). Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis board (CAIFA). He is active on the Advisory Board for the Financial Services Commission of Ontario (FSCO).
Working closely with Hira Joshi, Gerry employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Gerry can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Gerry evaluates various insurance offerings from Canadas top-ranked insurance providers.