Gio Greco
Private Banker, RBC Private Banking
As a Private Banker, Gio Greco provides over 14 years of financial planning experience to high-net-worth businesses, families and organizations in Vaughan and its neighbouring communities. Through RBC Wealth Management, Private Banking, he acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives.
As part of a tailored suite of Private Banking services, Mr. Greco designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client’s specific needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his designation as Certified Financial Planner (CFP) and Personal Financial Planner (PFP).
Prior to joining Private Banking, Mr. Greco spent nine years as Manager, Financial Planning for the Vaughan and Toronto West regions. Before this he was an Investment and Retirement Planner with RBC Royal Bank, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs.
Originally from Vaughan, Mr. Greco holds an Honours bachelor’s degree from York University. He is married with three children, and for the past four years has been an RBC Market Champion in JDRF Canada’s Ride for Diabetes Research. Outside of the office he enjoys jogging, fishing, travelling and fitting in a game of golf whenever possible.
As a Premier Banking Advisor, Shelly Lall works as a single point of contact, providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada and Partnering with Investment Advisors and Counsellors across the Vaughan, New market and Aurora Region.
Shelly holds her FP1 Financial Service Advice Certification and has been providing exceptional client experience in Financial Services with RBC since 2001. Shelly is respected by her clients and industry peers. She has received top performer recognitions on a regular basis and is also a proud recipient of RBC Convention Award.
Shelly has continued on delivering holistic advice and helped clients reach their financial goals. Shelly's proven collaboration success along with her business growth mindset is a great strength and asset for RBC premier banking and RBC wealth management Canada.
Shelly believes in giving back to community as she supports Women of Prayer Charity, where she motivates & encourages other women in tough times. Shelly enjoys listening to music, travelling & spending time with her family & friends.
Robyn Solnik, LL.B, TEP
Vice President, Business Owner Specialist,Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing solely in assisting business owners with their succession, tax, retirement and estate planning.
Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.
In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Frank has over 25 years’ experience within the financial services industry, leadership and working with commercial clients. He has successfully built strong partnering relationships through effective collaboration, professionalism and maintaining exceptional client relationships. Working with a Group Consultant & leveraging the Group Advantage value proposition can further enhance Business Owner Planning discussions with your clients. Frank will help build a tailored solution that meets the goals and objectives of your client’s business and help build a group retirement savings plan that will meet the needs of the company’s valuable employees.
High Net Worth Planning Services
Abby Kassar, CPA, CA, CFP, TEP, FEA
Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families.
Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.
Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.
Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients.
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Estate Planning Especialist
Adam Littlejohn, AVA, PFA, TEP
Spécialiste en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Concevoir, créer et préserver – une planification de patrimoine conçue pour vous.
Adam a débuté sa carrière dans le secteur financier en 2009 et a travaillé pour plusieurs des principaux assureurs canadiens. Fort d’une expérience en planification d’assurance, aussi bien pour les particuliers que pour les sociétés, il possède les connaissances voulues pour concevoir des solutions d’assurance qui maximisent les avantages financiers et fiscaux des produits d’assurance.
La philosophie d’Adam découle de son dévouement envers sa propre famille. Il croit fermement que le coût pour se protéger, soi même, ses êtres chers et le patrimoine est insignifiant, et ce, surtout lorsque l’inaction constitue l’autre option qui s’offre à nous. Sachant mettre en œuvre des solutions innovatrices, il vous aidera à protéger ce qui est le plus précieux pour vous. Son engagement envers la formation continue fait en sorte que ses compétences spécialisées demeurent en adéquation avec les désignations les plus reconnues au sein du secteur. Il détient les désignations d’assureur-vie agréé® (AVA), de planificateur financier agréé® (PFA) et de Trust and Estate Practitioner (TEP) de même qu’un baccalauréat ès arts spécialisé en sciences politiques.
Ryan is a Chartered Professional Accountant (CPA) and is currently pursuing his Certified Financial Planner (CFP) designation. He has completed the Master of Taxation graduate degree from the University of Waterloo and holds a Bachelor of Commerce from Toronto Metropolitan University with a major in accounting and minor in finance. He is a member of the Canadian Tax Foundation.
Prior to joining RBC, Ryan was employed as a Tax Manager at one of the leading global accounting firms. He specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner managed entities. His work focused on tax minimization strategies and reorganizations.
Ryan believes that planning is critical to helping people meet their financial goals. Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.
Jennifer Janeczko, M.Tax
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001.
Prior to joining RBC in 2015, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations.
Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.