John Waters

Background

About John Waters

A results-oriented, seasoned tax and estate professional with over three decades of experience and a track record of mentoring and leading high-performing professionals to deliver exceptional client service. Highly integrated and confident in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) private client segment, a recognized, prominent subject matter expert and spokesperson on tax and estate planning for national print and online media, including consultation on developing Canadian tax legislation. Strategic planning and guidance: As a senior leader in the Family Office Services team within RBC Wealth Management Canada (RBC WMC), I contribute to how the business unit and broader business respond to an ever-evolving tax environment. I help transform complex tax planning into strategic frameworks to deliver integrated wealth management. I also lead the Financial Advisory Support Team (FAST) within RBC Family Office Services, a national team of experienced tax and estate planning professionals who support RBC advisors in providing personalized planning and guidance to clients and their families to achieve their financial goals. By anticipating and staying informed on regulatory, economic and industry shifts and identifying opportunities, the team is effectively positioned as the industry benchmark for tax, estate and financial thought leadership and planning. Within RBC Family Office Services, I pioneer and foster innovative approaches to help equip our planning specialists and wealth professionals with technical knowledge, strategies and solutions to excel in navigating complex planning scenarios. Working with RBC advisors, we combine technical excellence, in-depth experience, and a focus on each client’s unique goals and needs to uncover opportunities and deliver personalized, integrated planning in a tax-efficient manner. Our holistic approach blends advanced tax strategy with broader wealth planning, alongside a deep commitment to understanding each client’s life vision in creating a tailored, strategic plan. Thought leadership and insights: My focus on thought leadership extends through national media appearances across outlets such as The Globe and Mail, BNN and the National/Financial Post, where I provide subject matter expertise to translate complex tax concepts into broader, informative insights. I also advocate for financial literacy and community building through my volunteer work with CICA Tax Clinics, Junior Achievement Canada, Mentoring Circles and Days of Caring initiatives.