Our RBC Partners

Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.

Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.

As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.

As a Premier Banking Advisor, Varsha Parray provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the Richmond Hill, Vaughan, Newmarket and Aurora 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, Varsha is respected by her clients and industry peers, and has received top performer recognition.

Varsha is committed to giving back to her community, and volunteered and participated in the RBC Race for the Kids.

Born in Trinidad in the West Indies and raised in Toronto from the age of 7, Varsha holds a Bachelor of Arts in Psychology Degree from York University and a Human Resource Management Certificate from Seneca College.

She currently resides in the Toronto area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time with her family and friends, reading and developing her green thumb.

As a Premier Banking Advisor, Shelly Lall works as a single point of contact, providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada and Partnering with Investment Advisors and Counsellors across the Vaughan, New market and Aurora Region.

Shelly holds her FP1 Financial Service Advice Certification and has been providing exceptional client experience in Financial Services with RBC since 2001. Shelly is respected by her clients and industry peers. She has received top performer recognitions on a regular basis and is also a proud recipient of RBC Convention Award.

Shelly has continued on delivering holistic advice and helped clients reach their financial goals. Shelly's proven collaboration success along with her business growth mindset is a great strength and asset for RBC premier banking and RBC wealth management Canada.

Shelly believes in giving back to community as she supports Women of Prayer Charity, where she motivates & encourages other women in tough times. Shelly enjoys listening to music, travelling & spending time with her family & friends.
 

Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course. 

As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships. 

Karen is fluent in Mandarin, Cantonese and English. 

Karen’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have. 

Specialized financial planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Karen Feng, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

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.

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.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.