ELIZABETHOCONNOR.CA - Key Persons
Job Titles:
- Will & Estate Consultant, RBC Family Office Services
Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.
Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.
Alleen fosters a multidisciplinary approach to each client's unique needs, drawing on various advisors' expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.
Job Titles:
- Portfolio Manager & Wealth Advisor
You're the biggest beneficiary. Colin Ardill stays humble. Even so, he's not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time. Most Canadians see only one dimension to life insurance: that it's of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see - but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: "The person buying the policy is going to be the biggest beneficiary." Colin has been in the estate planning business for over 15 years. His core purpose - the heart of everything he does - is to leave everyone he meets better off.
Laura has over thirty years of experience in the investment business. Having worked in several different departments of a large brokerage firm in Toronto, Laura relocated to Barrie in 1991 as an Associate. She joined Robinson's team in 2018. Laura is responsible for the administrative side of the business which often requires her to work very closely with outside professionals to provide our clients with the highest level of personalized service.
Job Titles:
- Branch Operations Manager
Job Titles:
- Certified Financial Planner, Associate of the Society of Actuaries
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian
Job Titles:
- Investment & Wealth Advisor / Robinson
After completing his Bachelor of Commerce Cooperative Degree with a strength in finance and an international focus from Dalhousie University and Copenhagen Business School, Robinson started his career in finance. Robinson has held positions in Investment Banking and was a Partner and Vice President, Institutional Equity Sales at brokerage houses in Toronto. Through his intimate capital markets experience and training he has refined his investment philosophy. He believes in investing in proven and defendable businesses and not in volatile recent investing trends. Robinson strives to create full wealth management plans to achieve financial success. Robinson creates lasting relationships with his clients so that he can tailor financial solutions to each client's specific needs. Robinson is active in the community serving on the South Muskoka Hospital Foundation Board and active in local Rotary. Rob lives just outside Bracebridge with his wife, daughter and dog. When he is not in the office you can find Robinson enjoying any number of outdoor activities in the area.
As a Business Owner Specialist, High Net Worth Planning Services, Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner. 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 solely in assisting business owners with their succession, tax, retirement and estate planning.
Job Titles:
- CA, CFP / Financial Planning Specialist, RBC Family Office Services
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).
During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.
As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Steven's role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.