Jonah Rabinovitch, B.A., LL.B., CFP

Financial Planning Specialist
 
As a Financial Planning Specialist at RBC Wealth Management Services, Jonah's role is to work with and support us in preparing and presenting comprehensive Compass Financial Plans to clients.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006.  Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.  Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.  Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.

 

Joseph Power, B.A., LL.B.

Vice President and Will & Estate Consultant

Joseph provide us  with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Joseph will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.  He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.  Prior to joining RBC, he practiced estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.  He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

 

Michel Roy

Estate Specialist

Michel Roy works closely with Steven, to help create and preserve your wealth.  They employ a comprehensive process to assess your wealth management needs and then recommend creative, tax-exempt insurance strategies to help address them. For more complicated situations, they work with your other professional advisors in the development of appropriate solutions.

Michel began his career in the insurance industry in 1988. He has extensive experience helping clients protect their financial security, enhance their retirement income and increase their estate value using tax-exempt insurance solutions.

 

Tom Bryan, CFP, CLU, CHFC

Estate Specialist

We take great pride in helping our clients protect the wealth they’ve worked so hard to build. Our team combines a diverse range of experience and expertise to build seamless estate planning solutions for even the most complicated financial situations.  In collaboration with our wealth management partners, we work with RBC advisors and their clients to implement planning-based solutions for corporate and personal tax protection, as well as asset reallocation to tax-sheltered permanent insurance.