Extended Team

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.

Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.

As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER or CFP practitioner, Trust and Estate Practitioner (TEP), and has also completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting). Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net-worth individuals and owner-manager businesses. As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate 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.

Forte d’une carrière de plus de 30 ans dans les services financiers, Tania est connue pour son approche réfléchie et transparente de l'assurance et de son application stratégique. Ses compétences spécialisées reposent sur une solide compréhension des concepts d'assurance, de la conception des produits et des stratégies entourant les solutions d'assurance.

À titre de spécialiste de la planification successorale, Tania souhaite collaborer avec ses clients et leurs conseillers afin de les aider à réaliser ce qui compte le plus. Elle offre une vaste gamme de solutions d'assurance sur mesure qui leur permettent de répondre à des besoins complexes avec confiance et une véritable compréhension de la façon dont l'assurance vie permanente peut s'intégrer dans leur plan patrimonial global.

Tania est fière de faire partie de l'équipe de professionnels dévoués de RBC qui partagent l'engagement de proposer des services de gestion de patrimoine exceptionnels. Sa mission est simple : aider les clients à préserver leur héritage grâce à des solutions de planification successorale personnalisées, aujourd'hui pour un avenir meilleur.