A Team Approach to Professional Wealth Management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy

High Net Worth & Business Owner Planning

Advisor

Robyn Solnik, LL.B, TEP

Vice President, Business Owner Specialist,Family Office Services, RBC Wealth Management


Advisor

Abby Kassar, CPA, CA, CFP, TEP, FEA

Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Financial Planning and Advice

Advisor

Jennifer Janeczko, M.Tax

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Will & Estate Consulting

Advisor

Joanne Groer, BA, LL.B, JD

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Insurance & Estate Planning

Advisor

Annett LeBeau

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Private Insurance and Risk Assessment

Advisor

Teresa Anastasopoulos

Private Client Insurance Specialist, RBC Private Insurance


Royal Trust Services

Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


Private Banking

Advisor

Kevin Luchenski

Private Banker, RBC Private Banking


Advisor

Craig August

Private Banker, RBC Private Banking


Premier Banking

Advisor

Varsha Parray

Premier Banking Advisor, RBC Royal Bank