Your partners

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 has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

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.

Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.

Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. 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. Complimentary Business Owner Planning As a valued client, you are entitled to complimentary business owner consultations with a highly qualified Business Owner Specialist. As your Business Owner Specialist, Megan will work closely with your advisor to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.

Kiran completed her Bachelor of Arts degree at York University in 2007 and her LL.B. at the University of Windsor in 2010.

Prior to joining RBC, Kiran practiced in the area of Wills, estates, and trusts at a small regional firm. She has extensive experience with matters relating to estate planning, estate administration, and estate litigation.

In private practice, she advised clients on various strategies to help them design an estate plan to achieve their unique planning objectives, avoid common planning pitfalls, and maximize tax efficiency. Kiran drafted Wills, Powers of Attorney, and trusts. She also advised executors of their various duties and responsibilities when administering an estate. Kiran has assisted beneficiaries, trustees and executors with both contested and uncontested litigation matters.

Kiran would be pleased to work with you and your advisor and discuss your estate plan.

As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA 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, Manish can help.

Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.

Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he 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. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans

As a Premier Advisor with RBC Wealth Management Private Banking, David Briggs provides personal service and tailored advice to help clients save time and effectively manage their day-to-day banking needs. Working as a single point of contact, David will collaborate with specialists from across the organization to provide a complete range of complementary services to support the individual short- and long-term goals of our Wealth Management clients in the Mississauga, Etobicoke & Brampton Areas.

Drawing on 20 years plus of experience within RBC, David takes great pride in understanding your specific needs and recommending banking solutions to help you reach your goals. He offers advice on account types, credit cards, personal loans, and mortgages. David's most recent position was with our Mississauga Private Banking Team , where he assisted high net worth clients for the past 5 years. When not at work he enjoys spending quality time with his family engaging in outdoor activities such as swimming, bike riding and sledding.

As a Premier Banking Advisor, Jorge Avalos Romo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, he partners with Investment Advisors and Counsellors across the Etobicoke, Mississauga and Brampton regions, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.

With 10 years of experience in financial services with RBC, Jorge is respected by his clients and industry peers, and has received numerous awards and recognition.

Jorge is committed to giving back to his community and has volunteered for various organizations such as: Toronto Youth Development, PARC Edmond Place and Ernestine's Women's Shelter. 

Born in Guadalajara, Mexico, he moved to Canada in 2008. Jorge holds a Bachelor of Business Administration from the University of Michoacan San Nicolas de Hildalgo.

He currently resides in the Toronto with his wife and four children and when he isn't hard at work for his clients, you'll find him spending time with his family and enjoying his pastime sport of swimming.

As a Premier Advisor with RBC Wealth Management, Sherri Vieira works as a single point of contact, providing banking and credit solutions for select high net worth clients and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service, and tailored advice to efficiently manage their day to day banking needs.

She offers an extensive banking background with over 20 years of experience with RBC. She is a respected team member that provides compassion, empathy and care in everything she does. At first point of contact Sherri listens, understands and takes ownership to resolve any concerns that may arise. Her main focus is providing an exceptional client experience. She also holds a Personal Financial Service Advice certificate.

Sherri currently resides in the Brampton area and enjoys spending time with her family and making new memories. She also likes to travel and volunteer at her daughters school.

As a Premier Advisor with RBC Wealth Management Private Banking, Susan provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.

Working as a single point of contact, Susan accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short- and long-term goals of our Wealth Management clients in the South West Ontario area.

She takes great pride in fostering long-term client relationships across multiple channels within our communities. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.

After earning a Banking & Investments Certificate from CITIBANK NA. Susan has continued to deepen her expertise and holds the IFIC accreditation while working on getting her PFP designation as a member of The Canadian Securities Institute. To further support her community, she volunteers her Hatha Yoga Educator Certification from Sheridan College for children's Yoga and Corporate Yoga.

Away from the office, Susan enjoys cooking, family time and travelling.