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*Required fieldsFinancial Planning Specialist, Family Office Services, RBC Wealth Management
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).
As a Will & Estate Consultant, Jessica is committed to providing comprehensive estate planning services to clients.
Jessica obtained her undergraduate degree in Human Justice from the University of Regina with distinction and her law degree from the University of Saskatchewan with distinction. She was called to the Saskatchewan Bar in
2018. Jessica is a member of the Law Society of Saskatchewan and is the vice-chair of the Canadian Bar Association, Wills, Estate, and Elder Law Section for Saskatchewan.
Prior to joining RBC, Jessica practiced in the areas of Wills, estates, trusts, elder law, family law and real estate at a mid-size private firm in Regina. Her primary focus was in estate and incapacity planning, including preparation of Wills, Power of Attorneys and Health Care Directives. In addition to her estate planning practice, Jessica prepared applications to the court for letters probate and letters of administration for complex estates and advised executors, trustees and beneficiaries on estate and trust administration issues.
Jessica would be pleased to work with you and your advisor to review your estate plan, to efficiently achieve your estate planning and succession goals.
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."
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.
As a Senior Will and Estate Advisor in the Prairies Region, Deborah L. Giles brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Deborah can help craft a tailored estate plan that meets their individual needs.
A graduate of the University of Saskatchewan, Deborah earned a bachelor’s degree (Hons.) in political science before pursuing her Bachelor of Laws (LL.B.). Called to the bar in 2007, she built a career providing legal services in the areas of estate planning, administration, and family law. Deborah currently serves as a bencher with the Law Society of Saskatchewan and is an active participant in both the Canadian Bar Association and the Saskatchewan Bar Association. She is also a proud member of the Canadian Association of Farm Advisors.
Having grown up in rural Saskatchewan, Deborah brings a deep understanding of the province’s legal landscape and the specific needs of its communities. The combination of her professional expertise and commitment to providing practical solutions makes her an invaluable resource for clients and their financial advisors
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