Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
Ryan Leung, CPA, CA, CFP, TEP, FEA, CLU
Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management
Ryan is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Chartered Life Underwriter (CLU). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting. He is a member of the Canadian Tax Foundation, Family Enterprise Canada, and The Society of Trust & Estate Practitioners (Canada).
In his previous role as a tax manager at one of the global major accounting firms, Ryan specialized in providing tax planning services to high-net-worth families, private businesses, estates, trusts and partnerships. His work focused on tax minimization strategies and reorganizations.
Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Joanne Groer, BA, LL.B, JD
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.
Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.
Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.
Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.
Martha Baker
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Central Ontario, Martha Baker works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 20 years of experience in financial services with RBC, Martha is well respected by both her clients and peers alike. Prior to her current role, Martha was a Financial Advisor for over 12 years. Martha is considered to be top in her field due to her dedication to clients, which has been recognized with RBC's most prestigious honours multiple times.
Martha currently resides in the Barrie area. When she is not volunteering to help the homeless, Martha enjoys spending time with her friends and family and spoiling her dog.
Angus Gordon, TEP
Philanthropic Advisory Specialist, Family Office Services, RBC Wealth Management
Angus has more than a decade of experience in charitable giving and legacy planning. He currently contributes this expertise to RBC Family Office Services, where he collaborates closely with advisors, clients and their families. Together, they devise tailored giving strategies that harmonize the client's goals and values with their philanthropic aspirations and seamlessly integrate into their overall wealth management objectives.
He possesses distinctive insights gained from his involvement in establishing and managing a private foundation that provided donor-advised fund and philanthropic solutions to advisors and clients while at Gluskin Sheff. Furthermore, his extensive knowledge of legacy planning, capital campaigns, and intricate gift structures stems from his previous roles with SickKids Foundation and RBC Royal Trust.
Angus is a member of the Canadian Association of Gift Planners (CAGP), co-chair of the GTA CAGP Education Committee, and faculty member of the National CAGP Estate Fundamentals course. He has achieved his TEP designation from STEP (The Society of Trust and Estate Practitioners).
