John Simes, LLB | Will & Estate Consultant
John provides information on structuring estates in an efficient and tax-effective manner. He can provide a report outlining individual client estate planning issues for exploration in further detail. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, Powers of Attorney and personal directives. John is a member of The Law Society of Alberta and the Canadian Bar Association.
Jeff UnRuh, CMA, CFP | Financial Planning Specialist
Jeff has been in the financial planning industry since 2000 providing tax and financial planning services for both individuals and business owners. As a Certified Financial Planner (CFP), Jeff works with and supports investment advisors and their clients at the Dome Tower branch of Dominion Securities. Jeffs focus is on understanding your current financial situation and objectives to identify strategies to help you achieve your life goals. The financial plan will incorporate your investment plan and will include a general review of your risk management, tax and estate plans to ensure that you have a well-rounded plan of action.
Mike Macoun, CLU, RHU | Estate Planning Specialist
Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.
Coady Cormier B.B.A (Fin.), LL.B., TEP | Senior Manager, High Net Worth Planning Services
Coady has assisted high-net-worth and ultra-high-net-worth families since 1992. His expertise includes tax and estate planning for executives, business owners, professionals, retirees and individuals with U.S. issues. Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). Coady works closely with Todd to identify strategies and solutions on structuring your affairs, which you can then discuss and implement with your accountant or lawyer.
If youd like to arrange a complimentary consultation with Todd or any of the professionals on his team, please contact him today