Estate Planning Specialist
Anna began her career in the insurance industry in 1996 and joined RBC in 2011.
She acquired her Certified Financial Planner (CFP) designation in 1998 and her Chartered Life Underwriter (CLU) designation in 2012. Additionally, she is a member of Advocis, Canadas largest membership of financial advisors.
Working closely with your advisor, Anna employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.
Anna can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.
Financial Planning Specialist
Janice is a Chartered Accountant, Certified Financial Planner and member of the Society of Trust and Estate Practitioners. She completed her Honours Bachelor of Business Administration at Wilfrid Laurier University. Janice also holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors. Janice joined RBC Dominion Securities in 2005.
Vice President and Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.