Financial Planning Specialist
Steven 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 Professional Accountant (CPA, 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.
Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.
Will & Estate Specialist
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Estate Planning Specialist
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
You’re the biggest beneficiary.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.
As a Will and Estate Advisor for the Greater Toronto Area, Lesley Donsky brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
Lesley is a graduate of the University of Windsor Faculty of Law with a Juris Doctor degree, and holds a Trust and Estate Practitioner (TEP) designation. Called to the bar in 2016, she is a member of the Law Society of Ontario, the Junior Trust and Estate Practitioners (JTEP), the Canadian Bar Association (CBA) and the Ontario Bar Association (OBA), as well as a full member of the Society of Trust and Estate Practitioners (STEP). Prior to obtaining her law degree, Lesley earned an Honours Bachelor of Arts in Sociology and Criminology from Western University, where she was awarded the Gold Medal in Criminology for her academic achievement.
Before joining RBC Royal Trust, Lesley worked under one of Toronto’s top will and estate planners and completed her articling term at one of Toronto’s top estate litigation firms.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Lesley can help craft a tailored estate plan that meets their individual needs.
The combination of her professional experience and her commitment to provide practical solutions makes Lesley an invaluable resource for both clients and their financial advisors.
As a Premier Banking Advisor for Central Ontario, Cindy Reynolds works as a single point of contact providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investment Advisors and Investment Counsellors across Central Ontario, she provides personalized service and tailored advice to help clients efficiently and effectively manage their day to day banking needs.
With over 30 years of experience in the financial services industry, Cindy has become a respected member of the banking community. Prior to her role, she worked as a Banking Advisor at a branch. There she developed a dedicated approach to advice, simplifying clients' financial matters and exceeding their needs.
Cindy was born in Toronto and has a deep passion for educating her clients on the importance of financial health. In addition, Cindy loves being married for almost 31 years and having two daughters. Along with her Investment Funds in Canada certification, Cindy also holds a Bachelor Degree in Social Development Studies, with a major in business from the University of Waterloo. Cindy's hobbies are watching sports, reading and volunteering to help raise funds for a local animal rescue organization in the City where Cindy Lives.
As a Premier Banking Advisor, Amanda Lopizzo provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors and Counsellors across the Barrie, Collingwood, Midland, Orillia, Owen Sound and Bracebridge regions, and provide personalized service and tailored advice to help clients efficiently and effectively manage their day-to day banking needs.
With over 17 years of experience in financial services with RBC. Amanda is respected by her clients and industry peers. Prior to her current role, she worked as an Banking Advisor, Manager of Client Care, CSR Training Coordinator and other various branch roles at RBC branches across Central Ontario.
Amanda is very focused on delivering the ultimate client experience for her clients and building long term valued relationships.
Amanda was born and raised in Aurora and she currently resides in the Newmarket area with her husband and two daughters. Family is very important to her and she loves spending time with her family at their family cottage in Collingwood, spending time outdoors at her in-laws 10 acre property in Newmarket, and on her own time going for long runs.
Teresa Anastasopoulos is a Risk Assessment Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.
Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.
Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.
Kathy is an experienced Group Benefits professional with over 20 years of experience in the Group Benefits industry.
Kathy started her career working for a large Canadian Insurance carrier for 10 years where she developed and maintained relationships with Plan Advisors and Plan Sponsors. In this role, she continuously assessed the evolving needs of clients and introduced services and product solutions to meet those needs over time. For close to 6 years, Kathy worked as a Senior Benefits Consultant for a large Canadian consulting firm where she was responsible for managing, servicing and providing quality benefits consulting services for small to medium sized clients and association partnerships.
More recently, Kathy owned her owned Brokerage, KAPPA Group Benefits, where she supported her clients by delivering exceptional client service that included the on-going management of the employee benefits program. Kathy’s main focus was to advise clients on a competitive program that would ultimately lead to higher employee appreciation and company loyalty while remaining affordable and sustainable.
Group Advantage Consultants
Working directly with you, your HR department or your payroll personnel, Brian will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Brian understands your specific requirements to customize your company’s Group Savings and Group Banking program solution, he will support and guide you through the development and implementation process.
With RBC Group Advantage, we will be there every step of the way to ensure your company maximizes its benefits while also streamlining the administration of your plan.
With 12 years of experience within the financial services industry, Completion of his RPA designation, Brian brings the expertise required to provide specialized advice that will optimize the benefits to you and your employees.