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Vice-President & Will & Estate Consultant, RBC Wealth Management
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.
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
Financial Planning Specialist, RBC Wealth Management
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.
Vice-President & Business Owner Specialist, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
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.