HULAK PRIVATE WEALTH - Key Persons
Job Titles:
- Administrative Assistant
- Writer
Joining RBC Dominion Securities in 2024, Abbie is a proud member of the Hulak Private Wealth team and applies her creative skillset to benefit those around her. Abbie's primary focus is to ensure that clients consistently receive quality, prompt and personable service.
Abbie is also an award-winning wildlife photographer. She has travelled across Canada for this and is proud to have spoken at many conferences. Abbie uses her broad skillset gained from life as an artist and applies it to her position here at RBC Dominion Securities.
Outside of work and photography, Abbie is an avid writer and enjoys spending her time hiking outdoors - be it the prairies, mountains or anywhere in between. If you were to ask her what her favourite animal was, she could not give you an answer; she loves them all, but the American white pelican will always remain at the top of her growing list.
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA. In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation. Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.
Job Titles:
- Banking Advisor for Saskatchewan
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Saskatchewan, Brenda works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 33 years' experience in financial services with RBC, Brenda is respected by her clients, peers and the industry, and has received top performer recognition.
Brenda is committed to giving back to the community and is highly active as a volunteer with several local organizations, namely MS Walk, Juvenile Diabetes Research Foundation (JDRF), Regina Food Bank and United Way.
Born and raised in Saskatchewan, Brenda resides in Regina. When she is not hard at work with her clients, you will find her camping, spending time with family, friends and her dog, Toby.
Carmen joined RBC Dominion Securities in 2006. With over 15 years of experience in the investment industry, she values the importance of client relationships. Carmen provides access to a comprehensive range of services to assist our clients in building and protecting their wealth. Carmen completed the Canadian Securities Course and Conducts and Practices Course from the Canadian Securities Institute.
Carmen represented her colleagues as a member of the RBC Dominion Securities Saskatoon Associate Advisory Board and continuously gives back to the community through numerous fundraisers and volunteer activities.
Carmen has two children, Cael and Cora, and recently added another member to the family; her Aussiedoodle, Wren. Outside of work, Carmen enjoys activities such as hockey, golf, and spending time with her kids. Her family enjoys the outdoors; camping and paddleboarding at the lake in the summer, and cross-country skiing in the winter.
Job Titles:
- Branch Operations Manager
Coady's expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).
For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.
Coady's educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada's) In-Depth Tax Course (Levels I, II and III) and the CPA Canada's Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop's University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Job Titles:
- Vice - President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc
For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry.
Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.
Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Derek joined RBC Dominion Securities in 2021 and is a graduate of the University of Saskatchewan where he holds a Bachelor of Commerce degree with majors in both management and marketing. Derek has also completed the Canadian Securities Course, and Wealth Management Essentials from the Canadian Securities Institute. Derek focuses on providing and exceptional wealth management experience to our private clients.
Derek recently retired from playing professional hockey for eight seasons. He enjoyed career highlights such as captaining the Saskatoon Blades, playing for the University of Saskatchewan Huskies and being named twice a 1st Team All-Canadian Forward and League MVP. Derek also won the AHL Calder Cup with the Texas Stars.
Derek and his wife Kara have a son, Dawson, a daughter, Alina and a golden retriever named Miley. Outside of work Derek is a volunteer assistant coach with the University of Saskatchewan Men's hockey team and enjoys golf, football, and traveling with his family.
Job Titles:
- Senior Branch Operations Manager
Job Titles:
- Will & Estate Consultant, Family Office Services, RBC Wealth Management
As a Will & Estate Consultant, Jessica is committed to providing comprehensive estate planning services to clients.
Jessica obtained her undergraduate degree in Human Justice from the University of Regina with distinction and her law degree from the University of Saskatchewan with distinction. She was called to the Saskatchewan Bar in 2018. Jessica is a member of the Law Society of Saskatchewan and is the vice-chair of the Canadian Bar Association, Wills, Estate, and Elder Law Section for Saskatchewan.
Prior to joining RBC, Jessica practiced in the areas of Wills, estates, trusts, elder law, family law and real estate at a mid-size private firm in Regina. Her primary focus was in estate and incapacity planning, including preparation of Wills, Power of Attorneys and Health Care Directives. In addition to her estate planning practice, Jessica prepared applications to the court for letters probate and letters of administration for complex estates and advised executors, trustees and beneficiaries on estate and trust administration issues.
Job Titles:
- Banker With RBC Wealth Management
As a Private Banker with RBC Wealth Management, Lindsay provides comprehensive wealth management and financing strategies to high-net-worth clients in Saskatoon and Northern Saskatchewan. Lindsay has been in the financial services industry for over 20 years. Starting her career with RBC Dominion Securities, she has moved on to numerous roles, most recently as a Relationship Manager with RBC Group Advantage working with companies to steward their Retirement programs within their business. She has worked across numerous locations in Saskatchewan and Alberta, which has added tremendous exposure to all types of industries. In 2017, she was a recipient of the RBC Leo Award for outstanding performance in her Relationship Management role. Now in the Saskatoon Private Banking office, Lindsay works closely with her clients to address their often-complex banking, credit and wealth management needs. She creates tailored financial solutions for high-net-worth individuals, business owners, professionals, executives and their families. Through RBC she partners with specialists to provide a complete range of complementary services, from sophisticated credit solutions, investment management, estate and legacy planning, philanthropic strategies, to domestic and international trust services. Lindsay is a proud Polytechnic graduate. She has also obtained her PFP Course, Wealth Management Techniques and Retirement Plans Associate (RPA) designation. This knowledge and experience allows Lindsay to provide effective financial planning, advice and the RBC Black Card experience to her clients. Active in her community, Lindsay has volunteered with many charities over the years, from Hearts for Healthcare board member, Dress for Success board member, Easter Seals Charity Golf tournament coordinator, RBC Women's Employee Resource Group Chair and many other charities in-between! Born and raised in small town Saskatchewan, this farm girl now resides in Saskatoon with her husband and 2 children. Outside on the office, Lindsay enjoys keeping her mind and body healthy with Cross-fit, running her kids to activities, yard work and spending quality time with friends and family! Kelly Kudeba, PFP Private Banker, RBC Private Banking As a Private Banker with RBC Wealth Management, Private Banking, Kelly Kudeba provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families. Based in Saskatoon, Kelly works with clients in Saskatoon and throughout the North Central Saskatchewan market to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. When required, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies. Mr. Kudeba has been in the financial services industry for nearly 20 years. Prior to joining RBC Private Banking, Kelly was a Private Banker with another major Canadian financial institution. He has completed a Bachelor of Administration degree with an Accounting Major from the University of Regina, and currently holds the Personal Financial Planner (PFP) and Qualified Associate Financial Planner (QAFP) designations. This knowledge and experience allows Kelly to provide effective financial planning and advice to his clients. Born and raised in Preeceville, SK, Kelly currently resides in Saskatoon with his wife and two daughters. Away from the office, he enjoys spending time with his family, the outdoors, golfing and cheering on his favourite sports teams. Amanda Randall, PFP Private Banker, RBC Private Banking As a Private Banker with RBC Wealth Management, Private Banking, Amanda Randall provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families. Based in Saskatoon, she works with a select number of clients to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions. Amanda has an extensive background in managing client relationships. In client interactions she draws from her 25 years in customer service industries to provide an exceptional service experience. Of these 25 years, 18 have been spent with RBC, most recently as a relationship Financial Planner. Her knowledge and expertise in financial services allows her to offer meaningful financial planning and thoughtful advice to her clients. Along with her team, Amanda will access specialists from across RBC to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals. A graduate of SIAST specializing in Business Administration and Financial Services, Amanda has continued to deepen her knowledge and expertise maintaining her Personal Financial Planning (PFP®) and Associate, Institute of Canadian Bankers (AICB) designations. She also holds her Canadian Securities Course. Born and raised in Saskatoon, Amanda now resides on an acreage just outside of the city with her husband and 3 kids. Away from the office, Amanda keeps busy with kids' activities, helping with her husband's small business and maintaining the acreage and a large garden. Amanda enjoys gardening, live music, and good food.
Job Titles:
- Will & Estate Consultant, Family Office Services, RBC Wealth Management
Rebecca obtained a Bachelor of Arts from the University of Manitoba in 2009 and was awarded the program medal for highest standing in her degree program. She went on to obtain a Juris Doctor from the University of Manitoba in 2012 and was called to the Manitoba bar in 2013. Rebecca is a member of the Law Society of Manitoba.
Prior to joining RBC, Rebecca was in private practice in Winnipeg and practiced primarily in the areas of estate planning, incapacity planning, estate administration, real estate conveyance, and commercial law.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Greater Saskatoon Region, Rhea Hartl works as a single point of contact, creating elevated value and personalized care with day to day banking and credit solutions for select high net worth
Job Titles:
- Chartered Professional Accountant
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim's extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter - CLU (a wealth transfer and estate planning designation).
Job Titles:
- Advisor
- Associate
- CIM / Associate Advisor
Wendy joined RBC Dominion Securities in 2011 after graduating with a Bachelor of Commerce degree from the University of Saskatchewan with a major in finance. Wendy completed the Canadian Securities Course and Wealth Management Essentials, and holds the Chartered Investment Management (CIM) designation from the Canadian Securities Institute.
Wendy works closely with clients to understand all their financial needs, assisting Wealth Partners in the design and management for an all-encompassing wealth strategy to achieve short and long-term goals.
Born and raised in Saskatoon, she and her husband Hadi have one son, Sebastian and one daughter, Emma. Wendy enjoys exercising, cooking and watching Sebastian play hockey.