ROSS - Key Persons
Job Titles:
- Will & Estate Consultant, RBC Family Office Services
After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of
Job Titles:
- Investment Advisor
- CIM
- Investment & Wealth Advisor
- Investment Advisor / RBC Dominion Securities
Since joining RBC Dominion Securities, Asad has provided clients with valuable investment and wealth management advice. His informed, diligent and accessible approach, coupled with an outstanding level of client service, allow him to expertly look after a wide range of clients, whom are primarily made up of high-net-worth individuals and families.
Asad focuses on matching clients' financial goals and objectives with appropriate investments by utilizing dynamic asset allocation and professional risk management techniques. He employs both direct securities investments and tax and risk management tools to help you achieve long-term wealth preservation and growth.
Asad graduated from the Carleton University in Ottawa with an economics degree and continued his studies with a number of advanced courses through the Canadian Securities Institute (CSI). Additionally, Asad has obtained the two major industry certifications, Chartered Financial Planner (CFP) and Chartered Investment Manager (CIM).
Brooklyn graduated from Conestoga College and holds an advanced diploma in Business Administration - Financial Planning. She will work closely with Asad in order to provide the highest quality of service and to fulfill your day-to-day needs.
Brooklyn completed the Canadian Securities Course (CSC) in August 2021 and completed her Conduct and Practices Handbook (CPH) in June 2022. She is currently working towards her Certified Financial Planner (CFP) designation.
In her free time outside of the office, Brooklyn enjoys spending time outdoors with family and friends.
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.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
- Private Banking Premier Advisor
As a Private Banking Premier Advisor, Monica Gonsalves provides tailored financial solutions for the banking and credit needs of select high-net-worth clients that work with RBC's Wealth Management partners in the Guelph, Cambridge, Kitchener, Waterloo, and Orangeville communities.
As a part of this relationship, Monica will access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services that include credit and leverage strategies to support individual short and long term goals.
Monica offers an extensive background in client relationship to her role as a Premier Advisor, drawing on 12 years of experience within RBC, consisting of a wide range of Insurance, Leadership and Advisory positions.
Monica attended Seneca College, completed a number of Coaching and Communication courses, and has continued to deepen her knowledge and expertise through the Canadian Securities Institute with key industry designations such as IFIC, PFSA and FP1. She was the head coach to the Guelph Knights U12 and U13 basketball teams for two years, and continues to volunteer her time in the community.
Away from the office, Monica enjoys spending time at the family cottage in Bayfield, practicing yoga and playing guitar.
Job Titles:
- Private Client Insurance Specialist
As a Private Client Insurance Specialist, Saman takes great pride in helping people protect their wealth, possessions and lifestyle. Prior to joining RBC Private Insurance, Saman worked with High-Net-Worth families as an underwriter at Chubb Canada. Saman has over 10 years of experience in sales, customer service, and underwriting in both personal and commercial insurance. She takes a tailored approach through a Personal Risk Assessment to identify vulnerabilities for clients and address them through an advice-based approach. Saman is a graduate of the Insurance Management Program at Humber College and is currently working towards her Chartered Insurance Professional Designation (CIP) in addition to her OTL license. Saman holds a Bachelor of Art in theater and is very passionate about people, culture, and art. In her downtime, Saman likes to spend time in nature, visiting museums and watching performance arts in different cities around the world. Saman also enjoys baking and cooking and creating new recipes for her family and friends.
Job Titles:
- Member of the Chartered Professional Accountants of Canada
Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).
Job Titles:
- Branch Operations Manager
For over 30 years, Steve has helped families and business owners develop a framework using integrated wealth planning solutions. Clients and their advisors trust Steve's ability and expertise to develop a solution based on client-centred needs and a values-based approach. Steve examines insurance planning differently and recognizes that each client situation is unique. His approach is to plan first and then educate clients about their options, so they can make an informed choice best suited to their goals and objectives. Whether it be protection needed during income-earning/business-building years, the preservation of capital or ability to transfer accumulated wealth, Steve is there to help implement a solution that addresses your personal and corporate needs in a tax-efficient manner. Evaluating the various insurance offerings from Canada's top-ranked insurance providers, Steve will work together with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.