- Create your family legacy
- Estate and wealth protection
- Invest for your future
- Private Investment Management
- Custom-designed portfolios
- Investment solutions
- Simplify complex financial affairs
- Wealth management strategy
- Live well in retirement
- Retirement planning
Steven Mogdan, CA, CFP
Financial Planning Specialist
Steven’s role as a Financial Planning Specialist is to work and support the team in preparing and presenting comprehensive financial planning solutions to clients. He completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course.
He has also achieved the advanced designations of Chartered Accountant (CA) and Certified Financial Planner (CFP). During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC. As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Will & Estate Consultant
Connie’s role as a Will & Estate Consultant is to help you understand how Will & Estate planning can help achieve your goals. Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994.
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise was varied and covered the areas of corporate/commercial law, real estate, and wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to will and estate planning.
For many years Connie taught Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services
J. Mark Skeggs
Business Owner Specialist
As a Business Owner Specialist, Mark partners with the team to explore the tax, estate, succession and retirement planning issues you encounter as a business owner. As your Business Owner Specialist, Mark will work closely with Richard to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.
Prior to joining RBC, Mark spent over 14 years in the Private Company Services tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for Ultra High Net Worth families, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes.
Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner. He has completed the Society of Trust and Estate Practitioners Advance Certificate in Family Business Advising, all three levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark has served as Chair of the Board of Evaluators for the Institute of Chartered Accountants of Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen's University.
Ken Mau, CPA, CA
Vice President, Business Owner Specialist, International High Net Worth Planning Services
As a Business Owner Specialist, Ken helps you explore succession, tax, retirement and estate planning issues you face as a business owner. Ken uses a holistic approach in assisting business owners and to identify solutions for their concerns. Ken understands the challenges that business owners face and therefore formulates effective strategies and solutions to address those challenges. These include family governance structure, business succession, cross-generation wealth transfer strategies and tax and estate planning before and after retirement.
Ken earned a Bachelor of Business and Commerce degree at the University of Alberta, and qualified as a Chartered Accountant in 1989. He is fluent in English, Mandarin and Cantonese, and is a frequent speaker at numerous well-attended international and domestic forums and seminars for ultra/high-net-worth audiences.
Anna Kubicek, CFP
Estate Planning Specialist
Anna is a valuable member of the team, helping you create and preserve your wealth. Anna began her career in the insurance industry in 1996 working for one of the largest financial planning companies in Canada. In 2011, she joined RBC.
Anna attended Ryerson University and earned her degree in Hospitality & Tourism. She acquired her Certified Financial Planner (CFP) designation in 1998 and is currently pursuing her Chartered Life Underwriter (CLU) designation. Additionally, she is a member of Advocis, Canada’s largest membership of professional financial advisors.