Gerald DSouza, B.Sc., CLU, CFP, CH.Fc. - Insurance Specialist
Gerry brings to RBC DS, 30 years of life insurance industry experience. In addition to his B.Sc, Gerry is a Chartered Life Underwriter, Chartered Financial Planner and Chartered
Financial Consultant. Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis Board. Currently, he is on the Advisory Board for Financial Services Commission of Ontario. This experience gives Gerry the ability to help Investment Advisors develop their insurance practice. Gerry's focus will be on providing tax and estate planning solutions for our clients through new innovative uses of insurance strategies.
Janice Walsh, C.A., CFP, TEP - Financial Planning Specialist
Janice is a Chartered Accountant, Certified Financial Planner and member of the Society of Trust and Estate Practitioners. She completed her Honours Bachelor of Business Administration at Wilfrid Laurier University. Janice also holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors. Janice joined RBC in 2005.
Ariel-Charles Guigui, B.Adm., LL.B, TEP Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa.
For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager. Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.