John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.
John works closely with Jesse to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, John will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Eric Milner, CLU, CHS
Wealth Transfer Specialist
Eric is a valuable member of Jesse's team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management needs.
Having begun his career in the financial services industry in 2003, Eric has a diverse range of experience working in both sales and management positions, within a variety of Canadian life insurance companies. He joined RBC WM FS in 2014.
With experience in both personal and corporate insurance planning, Eric is able provide unique and customized solutions to meet your needs and maximize the financial and tax advantages of insurance products. He focuses on wealth management solutions to manage financial risk, business succession planning and maintaining family harmony, and assist in the realization of philanthropic goals.
Focused on continual learning, Eric obtained a Bachelor’s degree (BA) from Ambrose University College along with a number of industry designations including the Chartered Life Underwriter (CLU) in 2012, followed by the Certified Health Specialist (CHS) in 2014. He has also completed and obtained the Canadian Investment Manager (CIM) designation in 2010. Along with the above educational pursuits, Eric 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.
Eric lives in Calgary with his wife and four children and enjoys an eventful social life. He is actively involved in community organizations and is an avid reader.
Coady Cormier, BBA, LL.B, TEP
Ultra High Net Worth Planning Specialist
Coady works closely with Jesse to identify strategies and solutions for our Ultra High Net Worth families who have investable assets in excess of $10 million dollars or those with an overall net worth of $25 million dollars or more.
Coady's background includes the CICA In-Depth Tax Course (Parts I and II), a law degree from Dalhousie Law School and a finance degree from Bishop's University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal and estate professional in private practice, in government and while with a trust company.
Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a Full Life Insurance Licence in Alberta.