Mary Metel, LL.B. - Will & Estate Consultant

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.  Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October, 2016.

 

Albert Schoeley, CPA, CA, M.Acc. - Financial Planning Specialist

Albert attended the University of Waterloo where he completed a Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent the last 10 years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.

Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

 

Phil Boglevsky, CFP, FMA, CIM, CIWM, FCSI - Financial Planning Consultant

Prior to joining RBC Dominion Securities, Phil held a role with an investment firm where he focused on investment policy statement preparation and financial planning. His experience includes incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies.

He contends, as do we, that a sound financial plan is an investment in your future. A robust approach to cash flow, tax strategy, investments, retirement and estate planning will ultimately assist you in maximizing your situation and achieving your goals.

 

Rick Squires, CLU, ChFC, TEP - Estate Planning Specialist

Rick began his career in the insurance industry in 1982 and is a specialist in his field. He has acquired the Chartered Life Underwriter, Chartered Financial Consultant and Registered Trust and Estate Practitioner designations.  Rick Squires 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. He 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, Rick evaluates various insurance offerings from Canada’s top-ranked insurance providers.

 

Stephen Wiffen, CFP, CLU, ChFC - Estate Planning Specialist

Steve graduated with a BES (Bachelor of Environmental Studies) from the University of Waterloo in 1984 and entered the insurance business that same year. He has acquired the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations which recognizes his specialization in life insurance and estate planning.  Previous to joining RBC in 2006, Steve worked both in his own practice and as a Living Benefits and Regional Insurance Specialist, providing consultation to advisors at a different organization.  Working closely with your advisor, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.