About Us

Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.

Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

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. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

As a Senior Will and Estate Advisor for the Greater Toronto Area, Lesley Donsky brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Lesley can help craft a tailored estate plan that meets their individual needs.

Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree and holds a Trust and Estate Practitioner (TEP) designation. She is a member of the Law Society of Ontario, the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), the Estate Planning Council of Canada and the Junior Trust and Estate Practitioners Group (JTEP), as well as a full member of STEP Canada.

In 2022, Lesley was nominated and shortlisted for the Young Practitioner of the Year Award through the STEP Client Awards, which recognizes excellence among practitioners who demonstrate great promise in the industry.

Before joining RBC Royal Trust, Lesley worked at two of Toronto’s top will and estate planners and estate litigation firms. In addition to her law degree, she earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.

The combination of Lesley’s professional experience and commitment to providing practical solutions make her an invaluable resource for both clients and their financial advisors.

Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.

Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).

Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Andrew est un passionné de l’assurance. Ce ne sont pas les produits qui l’intéressent, mais plutôt l’opportunité d’apprendre à vous connaître, vous, votre famille et votre vie dans son ensemble, et comment l’assurance pourrait vous aider à atteindre vos objectifs les plus chers. Cela explique bien l’objectif fondamental que poursuit Andrew : se concentrer sur les gens et leur fournir la solution optimale pour leur situation unique.

Andrew est essentiellement un éducateur. Il dit, « Si je n’avais pas choisi les assurances, je serais probablement un enseignant. En tant que spécialiste en planification successorale, mon rôle consiste à éduquer les clients sur quels produits conviennent à quelles situations, et comment faire pour qu’ils fonctionnent pour nous. Il ne s’agit pas d’une question de vente. Il s’agit d’aider les gens à découvrir une solution d’assurance qui leur convient, s’il en est une. C’est toujours une question de gens, et non de produits. »

Andrew est spécialiste en planification successorale depuis 1993. Il habite à Toronto en compagnie de sa femme, de sa fille et de leur chien. Il a été un boxeur amateur jusqu’en 1992 et champion des mi-lourds de l’Ontario. Il s’adonne maintenant passionnément au squash et à la pêche.