Tom Caldwell, MBA, CIM, CFP

Vice-President & Portfolio Manager

613-721-8656 | Email me

Lorrie Williams

Associate

613-721-4920 | Email me

Joseph Power, LL.B, TEP

Will & Estate Consultant

Joseph (Joe) is our team’s estate planning ‘guru’. For our clients with more complex or detailed estate planning requirements we defer to Joseph’s expertise.

Prior to joining RBC Dominion Securities, Joseph practiced estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation. He is an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and an instructor at the University of Ottawa Law School teaching the Will and Estate course. 

Joseph graduated from Carleton University 1988 and from the University of Western Ontario Law School in1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners (TEP), Ontario and a Member of the Carleton County Law Association.

Joseph works closely with Tom to provide our clients with information on structuring their estates in an efficient and tax effective manner. Clients who meet with Joseph will be provided with a report outlining various estate planning issues to explore in further detail with their own lawyer or accountant.

 

Jonah Rabinovitch, B.A., LL.B, CFP

Financial Planning Specialist

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006.

Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.

Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.

As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.

 
Leslie Frederick, TEP, PFP
Senior Trust Advisor

 

As a Senior Trust Advisor, Leslie Frederick serves clients throughout the Greater Ottawa Region. Leslie develops lasting client relationships and earns their trust by focusing on delivering timely, quality service and advice.

A graduate of McMaster University with a Bachelor of Arts (B.A.) degree, Leslie has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations. Leslie has completed the Canadian Securities Course and is a Director with the Ottawa Estate Planning Council.

Leslie’s focus and expertise is in estate, trust and power of attorney accounts, administration, taxation, trust law and investments has helped her manage complex personal and family dynamics. She works with individuals, families, and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Leslie can help.

With more than 30 years of industry experience, Leslie brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Leslie understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.