Maggie is a Canadian Chartered Professional Accountant. She holds a Master of Science in Accounting from the University of Texas at Dallas. Prior to joining RBC, Maggie was employed as an international tax manager at one of the leading accounting firms where she specialized in Canadian, U.S. and cross-border personal income taxation providing tax planning and preparation services to a variety of clients. As a Financial Planning Specialist, Maggie’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 and tax planning concerns you might have.
As a Senior Trust Advisor, Joeline Orora works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. She is responsible for managing a complex book of accounts for clients throughout Alberta. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Joeline can help. A graduate of Saint Mary’s University in Halifax, Nova Scotia, with a Bachelor of Commerce, she continues to deepen her knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner (TEP) designation. Joeline is well known within the local estate and trust industry and delivers well-balanced estate planning advice by focusing on building client relationships and staying abreast of product, industry, investment, tax, and legislative developments. With more than 15 years of industry experience, she is dedicated to assisting in the preservation, management and transfer of wealth between generations by providing solutions to implement her clients’ estate and trust plans.
Bryn Bezaire graduated from the University of Alberta with a B.A. in 2002 and with a Bachelor of Laws in 2005. She was called to the Alberta Bar in 2006.
Early in her career Bryn briefly practiced family law, but for the 14 years prior to joining RBC, she practiced exclusively in the areas of Wills, estate planning, incapacity planning, estate probate, estate administration, and trusts. Her practice included advising on high net worth estates, cross border estates, and tax matters relating to estate planning, as well as making various court applications including passing of accounts, validation and rectification, and Adult Guardianship and Trusteeship matters. The majority of her Wills and estates practice took place at a boutique Wills and estates law firm and later at a mid-sized full service law firm.
Bryn has spoken at many public and private seminars on the importance of proper estate planning, including planning for incapacity and succession. For many years she was a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation.
Patrick Cziolek, BCom, CFP, CLU, CHS, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
"In order to help, we must be knowledgeable, ask the right questions and listen." Working with clients for more than 20 years, Patrick believes empathy is the key to understanding people. "Learning what matters most, and providing meaningful advice with purpose is why I am passionate about what I do."
Collaborating with our team of professionals, Patrick helps implement wealth management plans by using insurance based solutions that preserve wealth, increase estate values and transfer wealth to the next generation.
While driven to succeed, it is Patrick's family that brings him the most joy. Together they enjoy parks, travelling, and biking. He is fluent in Polish, German and English, and remains active in the industry by volunteering for Advocis, The Financial Advisors Association of Canada. He's also proud of curating the best espresso not found in your local coffee shop.
Katie Fiddler, B.Comm., CFP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Katie’s genuine interest in understanding client’s desires and objectives has been a key driver to her success. She works to build strong relationships with RBC’s clientele of affluent families, professionals, executives and business owners while partnering with their trusted advisors to ensure they receive a collaborative and mindful approach to their wealth planning needs.
As an Estate Planning Specialist, Katie lends her expertise by providing insurance-based solutions as a foundation for clients to strengthen their wealth goals of managing financial risk, protecting or transferring wealth while enhancing their ultimate estate plans.
Katie’s home away from office is in Sherwood Park, AB, where she was born and raised. She and her husband Chris have moved just outside of the city limits to an acreage where they are raising their 3 children who continually keep them on their toes with soccer games and dance practices.
Rachel is a Risk Assessment Insurance Specialist with 25 years of industry experience. She is dedicated to helping clients protect and preserve their wealth, possessions and lifestyle. Rachel started her career at Abbey Insurance Brokers in Northern Ireland where she held numerous roles from administrative assistant to assistant manager.
In 2013, Rachel moved to Canada after the recession in search of a better life. She settled in Edmonton, Alberta with her husband where she fell back into the insurance industry. During this time she rediscovered her passion for insurance and helping clients protect what matters most to them – their lifestyle. Prior to joining RBC, Rachel had the opportunity to work at CMB Insurance. In her role, she was responsible for building their VIP personal lines book of business.
Along with a diploma in Management, Rachel is currently working towards her Canadian Accredited Insurance Broker (CAIB) designation. When not taking care of clients, you may find Rachel travelling, reading, cooking, watching Netflix, attending concerts and festivals, or skiing with her husband and daughter in Jasper.