Colin Biblow, CFP, FMA
Estate Planning Specialist
Colin began his career in the insurance industry in 2002 working for a national wealth management firm, focusing on investment management and insurance solutions. He joined RBC in 2011. Colin attended the University of Regina in the Faculty of Administration, completing his degree in 2002. He has earn ed his Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. He is also a member of ADVOCIS, the Financial Advisors Foundation of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Working closely with Rod, Colin employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.
Joyce Burnett, B.Sc., LL.B, TEP
Will & Estate Consultant
Joyce graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986. Prior to joining RBC, joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years.
Joyce will work closely with Rod to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Jason Fong, B.Comm., CPA
Financial Planning Specialist
Jason is a Chartered Accountant (CPA) and holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts' In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role of Financial Planning Specialist. Jason's role is to work with and support Rod in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.
As a partner on Rod's team, Jason takes the guess work out of your retirement with a comprehensive in-person review and subsequent presentation of your retirement plan.