Our team

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.

She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Wealth Management in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA In-Depth Tax Course.

Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

Mark is a Chartered Professional Accountant, Chartered Accountant and holds Bachelor of Mathematics and Master of Accounting degrees from the University of Waterloo. He has also completed and instructed at the In-Depth Tax Course administered by CPA Canada.

In his previous role as a Tax Manager at a leading international accounting firm, Mark specialized in developing and implementing tax planning strategies for high-net-worth individuals, executives and private company business owners with a focus on succession and estate planning. Mark has also worked with clients to address their concerns in the areas of cross-border taxation, corporate restructuring and dispute resolution.

Mark’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns that you may have.

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 he frequently 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.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.

Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, “Drafting Wills in Ontario: A Lawyer’s Practical Guide” and “Drafting Wills in Canada: A Lawyer’s Practical Guide”.

In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.

As a Vice President, High Net Worth Planning Services, James, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

James spent the majority of his career in various capacities advising owners of privately held businesses. Prior to joining RBC, he spent 12 years at another major national financial institution as the Vice President of Succession Planning. In that role, James developed several best practices around succession planning that take into account the unique culture of Canadian family businesses. Many of these practices are shared in the book he co-authored, “The Transition Experience – What every Canadian family business owner should know beyond succession planning”, released in December 2011.

James is a Chartered Accountant and Chartered Business Valuator and is a frequent presenter on business succession planning. He obtained his degree, Masters of Commerce from the University of Canterbury in New Zealand.

Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.

Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.

Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.

Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.

Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.

Relationships are the new wealth.

From my perspective, nothing is more important in life than having strong relationships. Relationships with my family, my friends and with my business partners.

My team fosters the strongest possible professional relationships with our internal partners’ clients and their respective external advisors. Without that collaborative strength, nothing great can be achieved. That’s why we believe relationships are the new wealth. They are essential if we are to understand clients’ dreams and deliver on our mission: to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.

We bind one generation to the next through the powerful tool of tax-exempt insurance. We enhance the lives of our client families forever, by helping them have the choices that only financial security can bring.

Zeki is a Risk Assessment Insurance Specialist. With over 12 years of experience in the financial and insurance industry, Zeki will conduct a Personal Risk Assessment to provide holistic advice suited for your client’s High Net Worth lifestyle.

Prior to joining RBC Private Insurance, Zeki worked as a Senior Underwriter for Ovation, where he provided training and support on all Ovation offerings. In 2013, he served as an Account Executive for PROLINK Insurance. Throughout his career, Zeki has worked with and underwritten numerous High Net Worth client profiles such as athletes, entertainers, and leaders.

As a Risk Assessment Insurance Specialist, Zeki will work with your clients to customize their High Net Worth coverage to their unique needs and will continue to work with them as their lifestyle and exposure changes.