Partners
Ted Chan, B.Com., CFP, CLU, CIM, FCSI, TEP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Ted prepares comprehensive Personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning.
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
Ted believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Megan graduated from Queen’s University in 2012 with a Bachelor of Arts Honours degree, and in 2017 from the Faculty of Law. During law school, she worked as a student caseworker for the Queen’s Elder Law Clinic, providing testamentary and incapacity planning services to clients, including drafting wills, powers of attorney, and guardianships.
Since her call to the Ontario Bar in 2018, Megan has dedicated herself to the areas of wills, estates, and trust law. Prior to joining RBC, Megan practiced at a boutique estate litigation firm in downtown Toronto, assisting beneficiaries, trustees, executors and other parties with both contested and uncontested litigation of estates and trusts, including, estate and trust administration, passing of accounts, interpretation and rectification of wills, variations of trust deeds, and will challenges.
Megan is a member in good standing of the Law Society of Ontario. She is also a member of the Canadian Bar Association, the Ontario Bar Association (OBA), Young Women in Law, and the Junior Trusts and Estates Practitioners Group (JTEP). Recently, she served as an executive member of the OBA’s Elder Law Committee.
Megan would be pleased to work with you and your advisor on your estate and trust matters, and help you to ensure your goals are met in a prudent and efficient manner.
Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.
Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.
Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.
RBC Private Insurance offers customized protection on high-value homes, vehicles, watercrafts, collections, and more.
As a Private Client Insurance Specialist, Melissa will conduct a Personal Risk Assessment to provide holistic advice. She will work closely with you to customize your High Net Worth coverage to your unique needs and lifestyle.
Prior to joining RBC Private Insurance, Melissa worked with the RBC Insurance retail division for over a decade. Her main focus was to offer a superior client experience whilst matching her client needs with protection of assets. This led her to winning many accolades including the coveted RBC Insurance President’s Club medal.
Melissa holds the prestigious Chartered Insurance Professional (CIP)Designation which is the benchmark of insurance professionalism from the Insurance Institute of Canada.