AMY - Key Persons
Job Titles:
- Will and Estate Advisor, RBC Royal Trust
As the Will and Estate Advisor for the Prairies region, Anisa brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
As a practiced lawyer, Anisa earned a Bachelor of Arts degree from the University of Western Ontario, and a Law degree (LL.B) from the University of Birmingham, England, for which she graduated with honours. Anisa has continued to deepen her knowledge and expertise with key industry memberships-she is a member with the Law Society of Alberta, and a member of the Wills and Estates section of the Canadian Bar Association.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Anisa can help craft a tailored estate plan that meets their individual needs.
The combination of her professional expertise and her commitment to provide practical solutions makes Anisa an invaluable resource for both clients and their financial advisors.
Maximize wealth while minimizing taxes. Reduce complexity without compromising sophistication. In close collaboration with your investment advisor and a team of experts, Eric uses the unique features of tax-exempt life insurance to bring your estate plan into line with your values in a way that is clear and easy to understand. Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and is a member with Advocis, The Financial Advisors Association of Canada. Entering the financial services industry in 2003, Eric's career has been marked by continuous learning and professional development. In addition to completing financial planning courses and an investment management designation he has the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations and he is a long-time member with Advocis, The Financial Advisors Association of Canada. Eric is an avid reader, a passable cook, and he enjoys exploring the Rocky Mountains with his wife and 7 children.
Job Titles:
- Branch Operations Assistant
Heather is a Branch Operations Assistant with 40 years of industry experience. Heather started with RBC Dominion securities in 1987 and has held various position within the firm. Having worked in various roles within the firm Heather is a wealth of knowledge for her clients and follow team members. Outside of the office heather enjoys spending time with her grandchildren and is passionate about helping animals at the Calgary Humane Society where she volunteers.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He 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.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.
Job Titles:
- CA, CFP / Financial Planning Specialist, RBC Family Office Services
- Chartered Professional Accountant
Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.
Kelly's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Job Titles:
- Branch Operations Assistant
Lori is a Branch Operations Assistant who has celebrated 43 years with RBC this year. During her tenure with RBC she has held various positions within bank branches until she joined RBC Dominion securities in 2019. Her wealth of experience, positive attitude, and professional demeanor all aid her in assisting out clients on daily bases. When she is not in the office she enjoys going for walks and spending time with her two granddaughters, husband and dog.
Job Titles:
- Operations Manager
- Vice Chair
- Branch Operations Manager
Lucas Thompson is a Branch Operations Manager with 17 years' experience in the financial services industry. Lucas joined RBC Dominion Securities in 2022, following a ten-year tenure with RBC where he held a variety of client relationship and management positions, and seven years as a finance manager in the automotive sector. In his current role, he manages Human Resources, operations and compliance responsibilities, ensuring adherence to internal controls, registrations and audit requirements. He enjoys the variety of his role and working with his team to meet their career goals.
Passionate about advancing diversity and inclusion, Lucas is a Vice Chair on the RBC AB&T Pride Employee Resource Group (ERG). He is also a member of the branch Technology Advisory board. Outside of work, he enjoys group fitness, hiking and sending time with is partner and his dog.
Job Titles:
- Financial Planner and Investment Advisor With RBC Dominion Securities
- Investment & Wealth Advisor
Rebecca Doyle, an accredited Financial Planner and Investment Advisor with RBC Dominion Securities, brings 15 years of experience and a passion for finance to her current role. A graduate of the University of Guelph, Rebecca obtained an honours Bachelor of Commerce Degree with a major in Management Economics, Industry & Finance. Her belief in the power of education extends to each of her client interactions, where she enjoys teaching those she meets how to take control of their finances through realizing their personal goals.
Job Titles:
- Financial Planning Specialist, RBC Family Office Services
Prior to joining RBC, Shauna was employed as a tax manager at one of the largest multi-national public accounting firms where she specialized in accounting, tax planning and compliance for individuals, owner-managed and corporate clients.
Shauna completed her Certified Financial Planning (CFP) designation in 2018. She received her Bachelor of Commerce (major Accounting, minor Finance) from the University of Alberta. She has completed Levels 1 and 2 of the CICA's In-depth Tax Course.
Shauna's primary role at RBC is to work together with the advisors in preparing and presenting comprehensive Compass Financial Plans.
Job Titles:
- Administrative Assistant
- RBC in 2010 As a Client Advisor Business Services
Stephanie joined RBC in 2010 as a Client Advisor Business Services at a retail branch, and remains committed to being part of a team that helps clients achieve their financial goals. In her current role, Stephanie coordinates and prepares Advisor client meetings, and aims to provide the best client service possible, with a focus on problem resolution and attention to detail.
She also draws on her considerable organizational skills to maintain client accounts, manage timelines and key account dates, and manage incoming communications from clients, Advisors and internal and external partners. Stephanie is passionate about building relationships with clients based on trust, and expanding her skills and knowledge.
Away from work, Stephanie enjoys spending time with her friends and family, especially her daughter, Nova. An avid reader, she also loves to travel and go on long walks with her dog.
Tonya was also a Professional NCCP Level III Figure Skating Coach for 20 years as well as a Professional Figure Skater with Ice Capades travelling in North America. The discipline and dedication required in her sport and coaching skills have served her well in all her positions within RBC.
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.