Together, the team is responsible for account administration, updating and monitoring client accounts, preparing portfolio reports, communicating with head office, assisting in client tax preparation, attending to client account transactions and facilitating any general client requests. Each team member strives to ensure that our clients receive an exceptional level of personalized service that consistently exceeds their expectations.
Joyce Burnett, B.Sc., 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.
Gord Sandberg is a valuable member of our team, helping you create and preserve your wealth. Gord employs a comprehensive process to assess our client’s needs and then recommends creative, tax-exempt insurance strategies that will help our client's achieve their wealth management objectives.
Gord focuses on both personal and corporate insurance solutions to help increase our client’s net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada .
Coady Cormier, B.B.A (Finance), LL.B., TEP
Senior Manager, High Net Worth Planning Services
Coady has assisted high-net-worth and ultra-high-net-worth families with tax and estate planning since 1992. His guidance supports clients in their relationship with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, professionals, retirees and those individuals with U.S. issues.