As a Business Owner Specialist, High Net Worth Planning Services, Coady, together with the relevant primary RBC advisor, helps business owner clients explore succession, tax, retirement and estate planning issues.
His guidance supports clients in their relationship with their external professional advisors, with whom Coady frequently interacts.
His expertise includes tax and estate planning for business owners, executives, professionals, retirees and those individuals with U.S. issues.
Coady’s background includes the CICA In-Depth Tax Course (Parts I, II and III), a law degree from Dalhousie Law School and a finance degree from Bishop’s University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal and estate professional in
private practice, in government and while with a trust company.
Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a Full Life Insurance Licence in Alberta.