Steven Tripodi, BBA, PFP

Assistant Branch Manager, Investment Advisor And Financial Planner

705-494-7105 | Email me

Jan Harmer

Associate

705-476-3467 | Email me

Extended team

 

Annett LeBeau - EPC, Estate Planning Specialist, RBC Wealth Management Financial Services

 
Annett LeBeau is a valuable member of Stevens team, helping you create and preserve your wealth.
 
Annett began her career in the insurance industry in 2000 and is a specialist in her field. She has acquired the Elder Planning Counsellor (EPC) designation.
 
Comprehensive Insurance Planning
 
Working closely with Steven, Annett employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, she works with your other professional advisors in the development of appropriate solutions.
 
Annett can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Annett evaluates various insurance offerings from Canadas top-ranked insurance providers.
 
 

Mouyleng (Mou) Ly  CPA, CA, TEP, CFP, Financial Planning Specialist, Wealth Management Services

 
Mouyleng (Mou) Ly is a Chartered Accountant, a Trust and Estate Practitioner, and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.

Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.

Mous role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Specialized Financial Planning
 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Mou Ly, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

 

Ariel-Charles Guigui B.Admin., LL.B., TEP, Will & Estate Consultant, Wealth Management Services

 

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.

Complimentary Will & Estate Planning Consultation
 
In appreciation of your valued business relationship with us, Steven is pleased to offer you a complimentary Will & Estate Planning consultation with Ariel-Charles Guigui, a Will & Estate Consultant.
 
Ariel works closely with Steven to provide you with information on structuring your estate in an efficient and tax-effective manner.  Following your meeting, Ariel will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.