RBC Dominion Securities Inc. Our extended wealth management team

Investment planning and money management is a critical part of managing wealth, but it’s just one part of a bigger picture. To provide you with all-encompassing service to address all facets of your wealth, we engage our extended team of financial professionals.

Coady Cormier, BBA (Fin), LL.B, TEP Victoria Hockley, JD, TEP Vice-President, Business Owner Specialist, Will & Estate Consultant, High-Net-Worth Planning Services, RBC Wealth Management Services RBC Wealth Management Services Victoria obtained Bachelor of Arts and Juris Coady has assisted high-net-worth and Doctor degrees from the University of Calgary. ultra-high-net-worth families since 1992. He recommends a Prior to joining RBC, she practised law at a national law financial structure that addresses your overall wealth planning firm where she advised clients on estate planning and tax needs, which you would then discuss and implement with matters including Wills, trusts, powers of attorneys and your or lawyer. Coady’s expertise includes personal directives. Vickie also has experience with estate tax and estate planning for executives, business owners, administration and charity matters. She is a member of the professionals, retirees and individuals with cross-border Canadian Bar Association’s Wills & Trusts and Taxation wealth considerations. Non-Specialists Subsections, and the Law Society of Alberta.

Faisal Jamal, CPA, CA Jeff Unruh, CFP, CMA, CLU, B.Comm. Vice-President, High-Net-Worth Planning Services, RBC Wealth Management Services RBC Wealth Management Services Faisal specializes in tax and estate planning Jeff has been providing tax and financial for high-net-worth families, professionals planning services for both individuals and and business owners. Prior to joining RBC, he was a senior business owners since 2000. As a Certified Financial Planner tax manager with a mid-size and advisory firm, (CFP) and a Certified Management Accountant (CMA), Jeff as well as with a multinational accounting firm. He is a focuses on understanding your current financial situation and Chartered Accountant and has completed all three levels of objectives in order to identify strategies to help you achieve the Canadian Institute of Chartered ’ In-Depth your life goals. Tax Course, a Bachelor of Arts degree in economics and a Master of Professional Accounting degree. Jason Fong, B.Comm., CPA, CA Financial Planning Specialist, John Simes, JD RBC Wealth Management Services Vice-President & Will & Estate Consultant, Jason holds a Bachelor of Commerce degree RBC Wealth Management Services from the University of British Columbia and John attended the University of Manitoba and has completed all three levels of the Canadian Institute of received a Juris Doctor degree in 2002. Prior Chartered Accountants’ In-Depth Tax Course. In his previous to joining RBC, he worked with a prominent national law role at a major global accounting firm, he focused on firm and a large trust company where he gained extensive tax-efficient financial planning through appropriate tax experience in estate administration, Wills, trusts, powers of planning (corporate and personal) and business restructuring. attorney and personal directives. John is a member of The Jason supports our advisors in preparing and presenting your Law Society of Alberta, The Canadian Bar Association and The Compass Financial Plan. Calgary Bar Association.

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Kelly Kotello, B.Comm., CPA, CA, CFP Mike Macoun, CLU, CHS, TEP Vice-President & Financial Planning Specialist Vice-President & Estate Planning Specialist RBC Wealth Management Services RBC Wealth Management Financial Services Kelly is a Chartered Accountant (CA) with Mike assesses your personal and corporate over 10 years of post-designation experience. wealth management needs and recommends She works with and supports our advisors in preparing creative, tax-exempt insurance strategies to address them. For and presenting comprehensive Compass Financial Plans, complicated situations, he works with your other professional recommending strategies to protect your financial security. advisors in the development of appropriate solutions.

Monika Zarzycki, BBA, CPA, CA, CFP Todd Sysak, CLU, TEP Financial Planning Specialist Estate Planning Specialist RBC Wealth Management Services RBC Wealth Management Financial Services Monika assists our team with addressing your Todd builds customized insurance strategies to specific financial, tax, retirement and legacy meet the short and long-term needs of investors planning concerns. She provides specific recommendations and businesses. Having been in the industry for 27 years, he focused on your particular needs, including flow, lifestyle has worked directly with business and agricultural owners and protection, insurance, retirement and tax-efficient estate their professional advisors to create and preserve their wealth. planning. Dereka Thibault, FCPA, FCA, TEP Sandra Koller, CPA, CA, CFP Vice-President & Agri-Business Consultant Financial Planning Specialist RBC Wealth Management Financial Services RBC Wealth Management Services With over 40 years of providing advice to clients, Prior to joining RBC, Sandra was a senior Dereka has a thorough understanding of the manager at a leading Canadian public benefits of agri-businesses, as well as the challenges faced by accounting firm. She specialized in providing accounting owners and families in succession, tax and estate planning. and tax advice to mid-sized owners or managers of She is responsible for providing advanced planning to affluent mid-sized businesses and high-net-worth individuals. Today, agricultural producers with a specialization in tax-effective she supports our team in preparing and presenting your insurance applications. comprehensive Compass Financial Plan. Michelle Kasper, TEP, CFP, PFP Eric Milner Senior Trust Advisor Estate Planning Specialist RBC Wealth Management Services RBC Wealth Management Financial Services Since 1995, Michelle has worked with With experience in both personal and corporate individuals, families and businesses to provide insurance planning, Eric is able to provide customized estate, trust and incapacity solutions. Whether it unique and customized solutions to meet your needs and is helping someone to settle an estate, establishing a trust to maximize the financial and tax advantages of insurance ensure the successful transfer of family or arranging to products. He focuses on wealth management solutions to assist with the administration and responsibilities for a power manage financial risk and business succession, and assists in of attorney, Michelle can help. the realization of philanthropic goals. Shauna Glemser Leisa G. Fels, CFP, CLU, CHS, FCSI Financial Planning Specialist Estate Planning Specialist RBC Wealth Management Services RBC Wealth Management Financial Services Prior to joining RBC, Shauna was employed as a Leisa is highly qualified with over 20 years tax manager at one of the largest multinational of financial industry experience, but it is her public accounting firms where she specialized in accounting, commitment to providing exceptional client experiences and tax planning and compliance for individuals, owner-managed her desire to have a positive impact on lives around her that and corporate clients. Her primary role at RBC is to work set her apart. She helps identify opportunities to protect your together with the advisors in preparing and presenting long-term wealth through the use of insurance. comprehensive Compass Financial Plans.

Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © 2018 RBC Dominion Securities Inc. All rights reserved. 18_90701_RHV_002