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Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).

Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.

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

With a financial services career spanning over 30 years, Tania is known for her thoughtful, transparent approach to insurance and its strategic application. Her expertise is grounded in a solid understanding of insurance concepts, product design, and the strategies surrounding insurance-based solutions.

As an Estate Planning Specialist, Tania is eager to collaborate with clients and their advisors to explore helping them with what matters most. She offers a wide range of tailored insurance solutions that empower them to navigate through complex needs with confidence and a true understanding of how permanent life insurance may fit within their overall wealth plan.

Tania is proud to be a part of RBC's dedicated team of professionals who share a commitment to providing exceptional wealth management services. Her mission is simple: helping clients secure their legacy with personalized estate planning solutions, today for a brighter tomorrow.