As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Faisal specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.
Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Aileen Battye, LL.B, TEP
Vice President, High Net Worth Planning Services, RBC Family Office Services
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.
Coady Cormier, BBA (Fin), LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
As a member of the RBC Wealth Management Services team, and formerly as a Financial Planning Consultant, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through FP Canada™.
In her role as Manager, Financial Literacy, Stephanie oversees the RBC Wealth Management Financial Literacy program, as well as broader strategy planning and thought leadership to support and grow this area across RBC Wealth Management. Stephanie specializes in providing clients and advisor teams with support, resources and expertise in financial literacy and in building financial management skills; promoting, managing and updating existing educational content; and developing new resources. Stephanie also focuses on initiatives and partnership opportunities to further boost awareness around financial literacy and the importance of structured, comprehensive learning among all age groups.
Stephanie is currently working towards a Master’s degree in education. An advocate both of and for advanced education, Stephanie has volunteered with FP Canada to develop and mark financial planning examinations and taught Certified Financial Planner (CFP) preparatory classes. To promote financial literacy, she has also presented in elementary school classrooms with Junior Achievement.