Our extended team of specialists includes certified experienced lawyers, life insurance specialists, financial planners and business succession and offshore planning experts. This dynamic team will help execute and quarterback all facets of your financial and estate planning and is available to our clients who meet or exceed established thresholds.
Steve Hunter, MBA, CFP
Vice President and Financial Planning Specialist
Steve has been in the investment industry since 2002 and with RBC since 2006. He provides financial planning services to our high-net-worth clients, and assists with their taxation, retirement planning and estate planning needs.
Joseph Power, B.A., LL.B.
Vice President and Will & Estate Consultant
Prior to joining RBC, Joe was in private practice specializing in estate planning and served as Will & Estate Consultant with Royal Trust Corporation.
Joe is our expert on the implementation of tax and estate plans, wills, domestic and offshore trusts, charities and business succession.
Tracey Goldie, CFP, CLU
Estate Planning Specialist
Tracey spent 13 years with a leading life insurer and joined RBC in 2012. Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning helps clients achieve their wealth management objectives and reach their estate and financial goals.