Our Team

 

Darrell Cordes, CIM

Portfolio Manager & Wealth Advisor

|

Linda Lisi, CIM

Portfolio Manager & Wealth Advisor

|

RBC Wealth Management Services Team

The RBC Wealth Management Services team works with your Investment Advisor to provide strategies to help reduce taxes, plan for retirement and protect your legacy.

With over 150 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps your Investment Advisor provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps you create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

 

Advisor

Adam Littlejohn, CLU, CFP®, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Connie Freitas, BA, LL.B

Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Christopher Roberts

Private Banker, RBC Private Banking


Advisor

Jennifer Wood

Private Banker, RBC Private Banking


Advisor

Nasim Makvand

Premier Banking Advisor, RBC Royal Bank