Joseph W. Power - Will and Estate Consultant
Leaving an organized estate
Joseph works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Joseph will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
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 practiced 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.
Michel Roy and Suzanne Simourd - Estate Planning Specialists
Protecting everything you've built
Working closely with your advisor, Michel or Suzanne can employ a comprehensive process to assess your wealth management needs and then recommend creative, tax-exempt insurance strategies to help address them. For more complicated situations, they can work with your other professional advisors in the development of appropriate solutions.
Michel and Suzanne can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. They can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Michel and Suzanne evaluate various insurance offerings from Canadas top-ranked insurance providers.
Michel Roy began his career in the insurance industry in 1988. He has extensive experience helping clients protect their financial security, enhance their retirement income and increase their estate value using tax-exempt insurance solutions.
Suzanne began her insurance career in Winnipeg, Manitoba in 1986. Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne is committed to ongoing professional development and the respective codes of ethics and standards of conduct required by her professional designations.
Taking care of your banking needs
RBC Mobile Bankers are able to meet clients at their homes to provide professional banking solutions, credit restructuring, and account management for personal and small business clients.
Taking care of business banking needs
An RBC Commercial Banker specific to your businesss industry will provide financial strategies to effectively leverage your finances while providing you with access to the broad banking resources at RBC.
Providing customized banking for high-net-worth clients
An RBC Private Banker facilitates clients access to customized solutions including complex credit structures and sophisticated packages for managing clients daily banking and cash management needs.