Scott VanEngen, CPA, CA, CFP
Financial Planning Specialist, RBC Wealth Management Services Inc.
Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.
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 Scott, 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 the next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, we are pleased to offer this service to you on a complimentary basis.
Chris Machan, CFP, FMA, FCSISI
Financial Planning Consultant, RBC Wealth Management Services Inc.
Chris graduated with a Business Management Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).
Prior to joining RBC Dominion Securities, Chris worked as a Banking Officer with a Canadian chartered bank as well as a Financial Advisor with a large wealth management firm. His experience includes providing financial planning services to clients, including credit, investment, retirement planning, tax planning and estate planning advice.
Chris believes financial planning is extremely valuable in helping clients achieve their goals for overall long-term financial well-being. Chris' role is to work with, and support your advisor in preparing and presenting comprehensive financial plans.
Insurance Specialist, RBC Wealth Management Financial Services Inc.
Colin sees insurance planning differently. It’s not only protection that’s needed during income earning or business building years. It’s an essential part of a wealth management and growth strategy.
Colin’s passion is in helping clients understand their situation from an insurance professional’s perspective. Using a comprehensive, 3-dimensional approach, Colin looks at what’s important to a client. Whether it’s transferring wealth to the next generation, spending with confidence in retirement, or for the business owner, growing and protecting assets, Colin understands that every situation is unique and requires the expertise of an insurance planning professional.
For both personal and corporate situations, Colin’s team works alongside clients and their advisors to help increase net worth, reduce the impact of taxation and secure wealth.
The end result? Plans that are by design, and not default.
Garry T. Bard, B.A (Hons.), LL.B, TEP
Will & Estate Consultant, RBC Wealth Management Services Inc.
Garry was called to the Ontario Bar in 1987. He has experience practicing estates law in private practice as well as with various financial institutions. Garry's legal experience spans over 35 years and his law practice focused on providing proactive planning advice to both individuals and businesses with estate and succession planning concerns.
In appreciation of your valued business relationship with us, we are pleased to offer you a complimentary Will & Estate Planning consultation with Garry Bard.
Garry works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Garry will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.