Financial Planning Specialist
Tim Squire, FCPA, FCGA, CFP, CLU, FMA
Financial Planning Specialist, RBC Family Office Services
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim’s extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter — CLU (a wealth transfer and estate planning designation).
Will & Estate Specialist
Avideh Parent, LL.B, TEP
Vice President and Will & Estate Consultant, RBC Family Office Services
Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning. Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.
Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and is a member of the Law Society of Alberta. Avideh holds the Trust and Estate Practitioner (TEP) designation, granted through the Society of Trust and Estate Practitioners (STEP). Prior to joining RBC in 2012, she devoted her law practice to Wills, Estate Planning, and Estate Administration.
Avideh is also very active in the Latin dance community, and enjoys travelling the world to perform and compete with her husband in salsa dance competitions.
Avideh has been a member of the following organizations:
- Wills & Estates Subsection of the Canadian Bar Association;
- Elder Law Subsection of the Canadian Bar Association;
- Edmonton Estate Planning Council;
- Oliver Centre Board of Directors.
Royal Trust Advisor
Daryl Lindsay, PFP
Senior Trust Advisor, RBC Royal Trust
As a Senior Trust Advisor, Daryl Lindsay is responsible for managing a complex book of accounts, working with individuals, families and businesses to provide customized estate, trust and incapacity solutions. He has been serving clients throughout Manitoba, Southern Saskatchewan and Northwestern Ontario for more than seven years. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Daryl can help.
A graduate of TAFE – University of Southern Sydney with a Bachelor of Business in Accounting, Daryl has continued to deepen his knowledge with key industry designations including the Personal Financial Planning (PFP) and the Accredited Derivative Advisor (ADA) designations and, most recently, the Trust and Estate Practitioner (TEP) designation, which affords him membership in the Association of the Society of Trust and Estate Practitioners (STEP).
Daryl is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.
Esate Planning Specialist
Colin Biblow, CFP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"I'm here to get to know you and learn what matters most."
For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry.
Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.
Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."
High Net Worth Planning Specialists
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Faisal Jamal, CPA, CA
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Premier Bankers
Brenda McIntyre
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Saskatchewan, Brenda works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 33 years' experience in financial services with RBC, Brenda is respected by her clients, peers and the industry, and has received top performer recognition.
Brenda is committed to giving back to the community and is highly active as a volunteer with several local organizations, namely MS Walk, Juvenile Diabetes Research Foundation (JDRF), Regina Food Bank and United Way.
Born and raised in Saskatchewan, Brenda resides in Regina. When she is not hard at work with her clients, you will find her camping, spending time with family, friends and her dog, Toby.
Rhea Hartl
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Greater Saskatoon Region, Rhea Hartl works as a single point of contact, creating elevated value and personalized care with day to day banking and credit solutions for select high net worth
ndividuals.
Rhea partners with Wealth Management Investment Advisors and Counsellors across the region, providing tailored advice to efficiently manage clients day-to-day banking needs.
She has worked in the financial industry for 22 years and brings her passion, insight and specialized approach to create an elevated service experience ensuring wealth management clients day to day banking needs are being met.
Prior to her current position, she worked as a Financial Advisor for 16 years, with a focus on relationship management and implementing credit and lending solutions for high-net-worth clients.
She is committed to giving back to her community, as she volunteers with Foundations Learning to help coach the Financial Literacy courses regarding accounts, credit, investing, budgeting and consumerism. She enjoys all sports especially football, soccer, curling and loves getting the opportunity to travel to see other cultures.
Private Bankers
Michelle Hoffart
Private Banker, RBC Private Banking
A little about Michelle Hoffart
As a Private Banker with RBC Wealth Management, Private Banking, Michelle Hoffart provides comprehensive wealth management and financing strategies to high-net worth business owners, executives, professionals and their families in and around Regina.
Ms. Hoffart's career with RBC spans over 29 years. She first started as a teller at the branch before moving on to roles of increasing responsibility as Manager, Customer Care and Senior Account Manager for personal banking clients. Prior to joining Private Banking, she spent 16 years as a Financial Planner, and worked closely with her clients to assist them in comprehensively addressing their financial affairs.
Drawing on this experience, she now develops integrated wealth management and banking plans to help her clients achieve their long-term financial goals. As a trusted advisor to her clients, Ms. Hoffart and her team provide customized solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. As needed, she will partner with a broad range of experts across RBC to provide extended services including investment management, Will and estate planning, commercial banking, business succession planning and trust structures to meet both the domestic and international needs of their clients.
Ms. Hoffart holds a certificate in business administration from the University of Regina, and has completed additional mutual funds courses. She also holds the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designation, which help provide additional expertise around the integrated advice she provides.
Born and raised in Regina, Ms. Hoffart is an active volunteer for many charities, including the Children's Wish Foundation and the MS Society of Canada. She and her husband have been married for 21 years and have two sons, ages 18 and 20. On the weekends, she enjoys spending time at the lake with her family and friends.