Karthic Ravi K.
Regional Trust Advisor @RBC Wealth Management
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WORK HISTORY
Regional Trust Advisor @RBC Wealth Management
Calgary, AB, CA
As a Regional Trust Advisor, I support individuals, families, and executors through trust and estate Planning with clarity, professionalism, and compassion. I help clients understand their options, coordinate with partners, and ensure their planning aligns with both personal wishes and legal requirements.Key ResponsibilitiesProvide guidance on corporate executor & agent-for-executor servicesEducate clients on trust, estate, and incapacity solutions to support long-term planningWork collaboratively with legal, wealth, and financial partners to deliver integrated adviceServe as a resource for families during times of transition, ensuring empathy and supportFocus Areas: Estate Planning | Executor Support | Trust Services | Client Education
EDUCATION
Anna University
Bachelor of Engineering - BE
ABOUT KARTHIC RAVI K.
I am a dedicated Regional Trust Advisor with RBC Royal Trust, specializing in helping families and individuals protect their legacies through professional estate and trust planning. My focus is on providing peace of mind by acting as a corporate executor and managing complex trust structures with the highest level of integrity.With over 9 years of functional experience in relationship management, I bring a disciplined and consultative approach to wealth protection. I hold the Personal Financial Planner (PFP) credential and am currently progressing toward my Certified Financial Planner (CFP) designation to further enhance the strategic advice I provide.
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