Julia Joyce
Senior Trust Advisor, Rbc Wealth Management, Royal Trust @RBC
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WORK HISTORY
Senior Trust Advisor, Rbc Wealth Management, Royal Trust @RBC
Calgary, AB, CA
As a Senior Trust Advisor, I work with individuals, families, and businesses to provide customized estate, trust, and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, I can help.
EDUCATION
Chartered Professional Accountants of Canada (CPA Canada)
In-Depth Tax Course, Levels I, II and III
University of Calgary
BA, International Relations
The University of British Columbia
Diploma in Accounting Program
The University of Freiburg
German history and culture
CA School of Business
Accounting
Chartered Professional Accountants of Canada (CPA Canada)
In-Depth Tax Issues for the Owner-Managed Business
SKILLS
ABOUT JULIA JOYCE
I hold a CPA, CA designation and have over 15 years of experience in professional services firms specializing in personal and corporate taxes as well as trust and estate planning. I completed the three-year CPA In-Depth Tax certification and the advanced course, CPA In-Depth Tax Issues for the Owner-Managed Business. I was an instructor for the CPA In-Depth Tax program for several years and am currently pursuing the Trust and Estate Planning designation through the Society of Trust and Estate Practitioners (STEP).About RBC Royal TrustRBC Royal Trust has a strong history proudly serving Canadians since 1899. We provide individuals, families, and businesses with valuable estate, trust, and incapacity services tailored to their specific needs. Our clients are often dealing with unique and complex issues and seek a personal relationship with a skilled advisor who can deliver tailored and thoughtful solutions.
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