Our Extended Team
Colin Ardill, Insurance Specialist, employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Colin will partner with the other professionals on the team in the development of appropriate solutions.
Colin can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Colin has access to insurance solutions from the top-ranked insurance providers in Canada.
Chris Machan, CFP, FMA, FCSI
Financial Planning Consultant
Chris graduated with a Business Management – Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).
Prior to joining RBC Dominion Securities, Chris worked as a Banking Officer with a Canadian chartered bank as well as a Financial Advisor with a large wealth management firm. His experience includes providing financial planning services to clients, including credit, investment, retirement planning, tax planning and estate planning advice.
Chris believes financial planning is extremely valuable in helping clients achieve their goals for overall long-term financial well-being. Chris’ role is to work with, and support Nick in preparing and presenting comprehensive financial plans.
Connie M. Freitas, B.A., LL.B
Will & Estate Consultant
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 the 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.
As part of our extended service we are happy to provide complimentary reviews of your existing family wills and estate plans.