Zaks Wealth Management

Tom Zaks

Vice President

905-897-8970 | Email me
905-277-6007

Tom works with a relatively small client base of highly successful business owners. Because of his extensive experience with this niche clientele, Tom knows that most of his clients' risk is found within their businesses. This knowledge has led Tom to develop a more conservative and tax-efficient approach to investment management – an approach that his clients truly appreciate.

Tom is the author of the books The Business Owner's Guide to Tax and Succession Planning, The Business Owner’s Guide to Wealth Management and Financial Planning for the Canadian Business Owner. He has been teaching a fourth-year Advanced Personal Financial Planning course at Ryerson University for over 12 years. Tom was a regular guest on BNN-TV and CP24, and a contributing writer for The Globe and Mail and Enterprise Magazine. He is an Ontario Supreme Court Appointed Financial Planner and is continuously called upon for his expertise in investment and financial planning matters.

Although there are many investment management firms out there, Tom chose to join RBC Dominion Securities. As the head of one of the top wealth management teams, Tom wanted to align himself with Canada's leading full-service investment management firm in order to give his clients access to a full range of services, including personal and business banking.

Tom and his family support a variety of charities through the Zaks Family Foundation.  Tom also founded the Oakville Father Daughter Ball, which occurs annually in support of the Big Brothers Big Sisters Foundation.

Richard Benn, CFA,CFP

Senior Associate Advisor

905-615-5925 | Email me

Richard has been working in the investment industry for almost 20 years. In addition to holding the highly regarded designation of Chartered Financial Analyst (CFA), which is one of the highest in our industry, Richard also holds the Certified Financial Planner (CFP) designation.

Married with two sons, Richard has always been active in his community. He is currently competes in triathlons and coaches minor hockey with the Erindale Hockey Association in Mississauga.

Lata Poduval

Associate Advisor

905-277-6025 | Email me

Lata has an MBA in Finance and has worked in the financial services industry for over 15 years in the areas of portfolio and wealth management. She places great importance on client engagement and communications and is highly committed to bringing clients timely, efficient and courteous service.

Away from the office, Lata spends her leisure time with her husband and two children. She enjoys contributing to her community by volunteering at the Food Bank, World Society for the Protection of Animals (WSPA), Juvenile Diabetes Research Foundation Canada and the SickKids Foundation.

Marianna Szocs

Associate

905-277-8323 | Email me

 

Marianna has a strong background in accounting, operations and administration. She is committed to ongoing education to better serve clients and has completed the Canadian Securities Course & The Conduct and Practices Handbook exam. As a fully licensed investment representative, Marianna is here to help us increase our level of customer service. Outside of the office, Marianna enjoys travelling, spending time with her family and friends.


Team of Experts

Prashant Patel, ASA, CFP, TEP
High Net Worth Planning Services

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 hefrequently 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.).
 

Grant Henri, CFP, PFP, Pl. Fin., TEP
Vice President, High Net Worth Planning Services

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant is currently enrolled in and studying to complete the In-Depth Tax program with the Canadian Institute of Chartered Accountants.

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
 

Megan Brown, LL.B, TEP
Will and Estate Consultant

Megan is our Will and Estate lawyer. She works closely with our clients in structuring their estate in a tax-effective manner. Megan will provide you with a report outlining various estate planning issues for you to explore in further detail with your lawyer or accountant.
 

Joel Cuperfain B.A., LL.B., LL.M., CLU, TEP
Vice President, Estate Planning Specialist

Joel Cuperfain is a nationally recognized expert in insurance and estate planning. He has experience in personal and corporate tax and estate planning as well as taxation of charities and charitable donations. A graduate of Brandeis University, Massachusetts, he received his Bachelor of Laws from the University of Toronto, and was called to the Ontario Bar in 1992. Joel received his Masters in Tax Law from Osgoode Hall Law School in 2001. Joel brought his expertise to RBC Dominion Securities as an Estate Planning Specialist after 14 years in the insurance industry.

Joel has spoken at several seminars and conferences on life insurance, tax and estate planning issues. He is the founding co-editor of Canadian Taxation of Life Insurance. Joel's responsibilities include developing and implementing insurance based advanced tax and estate planning strategies for RBC Dominion Securities clients.
 

Mark Skeggs, CA, CFP, TEP
Vice President, Business Owner Specialist

As a Business Owner Specialist, High Net Worth Planning Services, Mark, together with your primary RBC advisor, helps you explore sucession, tax, retirement and estate planning issues you face as a business owner.

Prior to joining RBC, Mark spent over a decade in the Private Company Services tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for high net worth clients, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes.

Mark is a Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner. He has completed all three levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark has served as Chair of the Board of Evaluators for the Institute of Chartered Accountants of Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen's University.