Meet the team

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

Omair is a Chartered Professional Accountant, Chartered Accountant and a Certified Financial Planner (CPA, CA, CFP). He holds a Masters degree from the University of Toronto in Management and Professional Accounting and has completed the three-year CPA Canada’s In-depth Tax program.

Prior to working at RBC, Omair worked as a Senior Manager in tax at one of the largest public accounting firms. In his role, Omair gained experience working with private companies, high-net-worth individuals, trusts and partnerships. His work included tax minimization through appropriate tax planning (corporate and personal), estate planning and business restructuring. As a Financial Planning Specialist, Omair’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial, tax and retirement planning concerns you may have.

Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).

During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.

Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.

Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.

Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.

Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.

As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.

Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.

Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.

As a Senior Will and Estate Advisor for the Greater Toronto Area, Stephanie 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 help craft a comprehensive, effective estate plan that meets their particular needs. 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, Stephanie can help craft a tailored estate plan that meets their individual needs. Stephanie is a graduate of Queen’s University with a Juris Doctor degree. She has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP) designation, and as a member of the Canadian Association, the Ontario Bar Association, and STEP Canada. Before joining RBC Royal Trust, Stephanie worked in private practice for 10 years focusing exclusively on estate planning and estate administration, including at one of Toronto’s top boutique estate planning firms. In addition to her law degree, she holds an Honours Bachelor of Arts in Economics from McMaster University. The combination of Stephanie’s professional expertise and her commitment to providing practical solutions makes her an invaluable resource for both clients and their financial advisors

As a Premier Banking Advisor for the greater Toronto area, Paul Silverston works as a single point of contact providing banking and credit solutions for select clients of Dominion Securities and their families. Partnering with Investment Advisors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day-today banking and credit solutions.

With over 10 years' experience in banking, Paul's experience, his excellent customer service skills and great sense of humor has made him an indispensable member of the banking community. Prior to his current role. He worked as a Banking Advisor at an RBC branch where he learned key skills in order to achieve a high level of client satisfaction.

Paul was born and Raised in North York Ontario. He is the youngest of four siblings and the proud uncle of three nephews. Paul is known to his family and friends as the go to guy for all technology matters. In his free time Paul likes to spend time with his family, watch documentaries and take nice long walks with his Wife.

Michael has been in the Wealth Management Industry since 1997 where his primary area of focus has been in investment advisory and wealth advisory services. Michael joined RBC Wealth Management in 2020 as Vice President, Private Wealth Consultant; a role in which he will support advisors and fellow professionals in engaging enterprising families in broader discussions with respect to their family, their businesses and their wealth.

Prior to joining RBC Wealth Management Michael held several progressive roles at other financial institutions. Michael was the former Head of HNW Wealth Planning Services at another Canadian financial institution where he was involved in the development of: financial planning software, a HNW service delivery model, specialized planning services including the introduction of business advisory and cross border wealth planning.

Michael’s experience in conjunction with his completion of many industry leading designations suit him well as he helps initiate client discussions on family governance, family business succession, and legacy. Michael is dedicated to working as part of a multidisciplinary team guiding enterprising families to greater success.

Michael is committed to ongoing personal and professional development and is a continuous lifelong learner. Michael’s greatest skill comes in his ability to listen and work effectively with his peers at any level.