Grant Henri, CFP®, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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.
J. Madison Mai, CPA, CA, CFP®
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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.
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.
As a Will & Estate Consultant, Megan Brown provides comprehensive estate planning services to clients.
Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and was called to the Ontario bar in 1998. For most of the fifteen years following her call to the bar, Megan was in private practice, specializing in the areas of estate planning and administration, incapacity planning, trust planning and administration, family business succession and charities law. 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.
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, Michelle Pelaia works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their day-to-day banking needs.
Michelle offers an extensive background in client relationship to her role as a Premier Banker. She draws on 20 years of experience within RBC, consisting of her wide range of Retail Banking experience. A graduate of University of Toronto specializing in/with a Bachelor of Arts, Michelle Pelaia has continued to deepen her knowledge and expertise with key industry designations. She has been recognized as a RBC Cruise Winner and has been a Top Performer with RBC for the past 20 years.
Clients appreciate Michelle's extensive experience as a banking and advisory professional, and her commitment to efficiently meeting their needs and simplifying their financial affairs. As needed, she can also work with your Investment Advisor and Counsellor to integrate your banking and credit solutions with your investment and wealth management solutions.
Away from the office, Michelle is quite busy at home with her two boys. In her spare time she spends her time at the hockey arena, soccer and baseball fields.
As a Premier Banking Adviser with RBC Wealth Management, Alka provides comprehensive wealth management and financing strategies to high-net worth business owners, executives, professionals and their families.
Based in Mississauga/Etobicoke Alka works with a select number of clients to address their banking, credit and wealth management needs by providing tailored seamless solutions. When necessary, she can access specialists from across RBC to collaboratively provide a complete range of complementary services such as; investment management, estate/legacy planning, trust services and credit and leverage strategies.
With over 30 years of experience at RBC, Alka is greatly respected by her clients and appreciated by her peers as a great mentor. For the last 12 years, she has been a Financial Advisor in Retail Banking. She holds a Personal Financial Planner (PFP) certification and has also worked at as Branch Compliance Officer (BCO) to uphold the rules and regulations of the Financial Industry Standards in retail banking.
Alka grew up in Calgary, Alberta but has been settled with her husband and two children in GTA for the past 36 years. In her leisure time, she enjoys exploring nature trails with her family and dog, practicing yoga and gardening.
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.