Grant Henri, MCFP, PFP, Pl. Fin., TEP I
Vice President, High Net Worth Planning Services
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. 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.
Grant works closely with Yuni to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.
Rebecca Henri, CFP, TEP
Financial Planning Specialist
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She holds the Certified Financial Planner designation and is also a member of the Society of Trust and Estate Practitioners.
Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.
Personally prepared by Rebecca, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.
Thomas began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Chartered Life Underwriter designation.
Thomas 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. Thomas can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Thomas has access to insurance solutions from the top-ranked insurance providers in Canada.
Megan Brown, LL.B., TEP
Will and Estate Consultant
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. Megan joined RBC Wealth Management in February 2013.
Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.
Megan works closely with Yuni to provide you with information on structuring your estate in an efficient and tax-effective manner.