In addition to investing and money management, RBC Dominion Securities offers assistance with financial planning, insurance strategies, and Wills and Estates. With our vast network of leading professionals, well provide you with the unique, comprehensive and fully integrated solutions to help answer your questions.
Faisal Jamal, CA | Business Owner Specialist | High-Net-Worth Planning Services
Faisal is a Chartered Accountant with a BA in economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multinational accounting firm. Faisal specializes in tax and estate planning for high-net-worth families. Together with your investment advisor, he helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
John Simes, J.D. | Vice President, Will & Estate Consultant
John attended the University of Manitoba and received a Juris Doctor in 2002. He works closely with your investment advisor to help structure your estate in an efficient and tax-effective manner. Following your meeting, John will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Jeff Unruh, CFP, CMA, CLU, B.COMM. | Financial Planning Consultant
Jeff has been providing tax and financial planning services for both individuals and business owners since 2000. As a Certified Financial Planner (CFP) and a Certified Management Accountant (CMA), Jeff focuses on understanding your current financial situation and objectives in order to identify strategies to help you achieve your life goals.