Our partners

Ali is a Chartered Professional Accountant (CPA, CA). He is a graduate of York University’s Bachelor of Commerce (BCom) program with a specialization in Accounting. He subsequently completed CPA Canada’s In-Depth Tax Program. 

Prior to working at RBC, Ali worked as a Senior Tax Manager with one of Canada’s largest public accounting firms and has previous Big 4 accounting firm experience. 

During his time as a tax practitioner, Ali specialized in Canadian and U.S. tax planning, corporate reorganizations, tax minimization strategies and succession planning. Some of Ali’s clients included high-net-worth families, private businesses and estates. 

Ali’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. 

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. 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.

Daniela obtained her Bachelor of Science from the University of Toronto in 2010 and her LL.B. from the City University of London in 2013. Daniela completed her articles at a small boutique litigation firm before being called to the Bar in 2015.

Prior to joining RBC, Daniela practiced in the area of Wills, Estates and Trusts in law firms ranging in size from small to mid-size. She advised clients at all stages of succession matters including assisting with estate and succession planning, estate administration and estate and fiduciary litigation. As part of her estate and succession planning practice, Daniela also assisted business-owner clients with corporate reorganizations, including estate freezes. In addition, she assisted estate trustees with navigating the complex world of administering estates, as well as assisted clients with guardianship applications and various estate and fiduciary disputes.

Daniela is bilingual and able to provide services to RBC clients in Spanish

A former tax lawyer with over 25 years of experience in the insurance industry, Joel brings a unique perspective to the estate planning needs of his clients. Joel works closely with you and your team of professional advisors to develop and implement tax-efficient strategies to help you achieve your wealth management goals.

Joel received his BA (Economics) from Brandeis University, his LL.B from the University of Toronto and LL.M in Tax Law from Osgoode Hall Law School. He is a Chartered Life Underwriter (CLU) and a member of the Society of Trust and Estate Practitioners (TEP). Joel is a frequent speaker at industry and professional conferences. His articles have appeared in numerous publications including the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of the leading text on tax planning with life insurance, Canadian Taxation of Life Insurance.

Angus has more than a decade of experience in charitable giving and legacy planning. He currently contributes this expertise to RBC Family Office Services, where he collaborates closely with advisors, clients and their families. Together, they devise tailored giving strategies that harmonize the client's goals and values with their philanthropic aspirations and seamlessly integrate into their overall wealth management objectives. 

He possesses distinctive insights gained from his involvement in establishing and managing a private foundation that provided donor-advised fund and philanthropic solutions to advisors and clients while at Gluskin Sheff. Furthermore, his extensive knowledge of legacy planning, capital campaigns, and intricate gift structures stems from his previous roles with SickKids Foundation and RBC Royal Trust. 

Angus is a member of the Canadian Association of Gift Planners (CAGP), co-chair of the GTA CAGP Education Committee, and faculty member of the National CAGP Estate Fundamentals course. He has achieved his TEP designation from STEP (The Society of Trust and Estate Practitioners). 

As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.

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, Manish can help.

Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.

Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans