Our Partners

Private Banking Advisor

Lester Nazareth, CPA, CMA

Private Banking Advisor, Royal Bank of Canada

Lester Nazareth is passionate about delivering memorable client experiences to his Business Owner, Executive and Professional clients. He serves a select group of high-net-worth clients, their families and their businesses, to provide tailored banking, credit and wealth management solutions.

Before joining RBC Wealth Management, Lester was a Commercial Account Manager with RBC's Commercial Financial Services, where he provided comprehensive financial solutions to high-net-worth business owners. Lester also spent many years at Sony of Canada, where he was the National Customer Experience Manager and champion of the in-store customer experience.

Lester holds the CPA, CMA (Chartered Professional Accountant, Certified Management Accountant), CLU (Chartered Life Underwriter) and PFP (Personal Financial Planner) designations. As a Chartered Life Underwriter, Lester focuses on developing effective solutions for his clients in the areas of wealth preservation, estate planning and wealth transfer. In addition, he has a Bachelor's Degree in Physics and a Master's Degree in Marketing Management.

Lester loves music and is an avid reader. He is married with 3 children.

Will & Estate Specialist

Adam Littlejohn, CLU, CFP®, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.

Premier Banking Advisor

Joshua Miller

Premier Banking Advisor, RBC Royal Bank

As a Premier Banking Advisor for Toronto, Joshua Miller works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With experience in financial services with RBC since 2011, Joshua has become a respected member of the banking community in which he works. Through a dedicated approach to client service and as acting as a champion on credit, he also dedicated time to act as a mentor to other Advisors.

Born and raised in Toronto, Ontario, Joshua holds a Diploma in Business Administration – Marketing and e-business from Seneca College. He still lives in the Forest Hill neighbourhood where he grew up.

Joshua spends his spare time feeding his love of mathematics and sciences, physics and cosmology. He also enjoys a good riddle to get those problem-solving juices flowing. He is also a student of psychology and specifically is interested in cognitive behaviour theory and brain plasticity research.

Financial Planning Specialist

Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services

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.