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.
Connie Freitas, BA, LL.B
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.
Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice 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.
Steve Mogdan, CPA, CA, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
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.
Chris Roberts brings over 11 years of experience in the financial services sector to his role as a Private Banker, where he provides customized wealth management advice and solutions to families in the Greater Toronto Area.
His previous experience includes advising small, medium and large size businesses on their banking and financing arrangements, as well as working with business owners on their personal financial needs and business succession planning. He drives value for his clients by working collaboratively with them to ensure he has an in-depth understanding of their unique situations and focusing on what is most important to them.
As a Private Banker, Chris works as part of a dedicated team, along with a Private Banking Associate and a Manager, Credit Structures, to bring the full range of RBC’s wealth management capabilities to his clients. Through this team approach, an attentive and professional value proposition is provided, customizable to the unique needs of wealthy clients. Chris’s focus is on building meaningful relationships and providing long-term integrated solutions to help clients achieve their goals. These solutions can include wealth management planning, estate planning, customized credit structures, and business owner planning.
Chris holds a Master of Business Administration (MBA) degree from the University of Toronto, and a Bachelor of Commerce degree from Memorial University of Newfoundland. He has also completed the Canadian Securities Course, and the Investment Funds in Canada course. He is married and enjoys spending time with family, traveling, as well as playing and watching sports.
Jennifer Wood brings over 17 years of RBC experience to her role serving high-net-worth clients in Toronto and the surrounding area.
As Private Banker in the downtown Toronto office, she draws on her extensive experience to advise on a number of issues that affect her business owner and professional clients, including banking, lending and wealth management. As needed, she partners with specialists from across RBC to provide a complete range of complementary services, including estate and tax planning, investment management and trust services.
Prior to joining Private Banking, Ms. Wood was a senior counsel in RBC's Law Group in the Mergers and Acquisitions department. There, she managed in-house and external counsel teams and worked with business partners on acquisitions and dispositions on behalf of RBC. In 2011, she was a recipient of the ILO Global Counsel Award for best in-house M&A law practice.
Ms. Wood is a member of the Law Society of Upper Canada, and holds a bachelor of laws degree and a bachelor of science degree from the University of Toronto. She also has her personal financial planning designation. She is an active member of her Toronto community and ran for City Counsellor for Ward 29 Toronto-Danforth in 2010. She is a member of the Board of Directors for the Greater Toronto Scouts Foundation and for Crow's Theatre.
Ms. Wood was born in Regina and raised in Burlington before she made Toronto her home in 1981. She keeps active outside the office with yoga, travelling, reading, following the Toronto Blue Jays and raising her two teenaged children.
As a premier banking advisor for the greater Toronto area, Nasim Makvand works as the single point of contact for all day to day banking and credit solutions for select Dominion Securities clients and their families. Partnering closely with Investment Advisors across the region, she provides personalized service and tailored advice to effectively manage client's day to day banking and credit inquiries.
With over 6 years' experience in the financial industry and over 5 years with RBC working as client advisor and banking advisor Nasim is very knowledgeable and competent when it comes to delivering superior client experience and advise, which made her highly respected and recommended both with clients and peers. Clients appreciate her prompt and accurate response to their inquiries, her genuine care and timely response and follow up as well as her simplified solutions.
As a mother of a baby girl, she is committed to supporting women and girls growth and education and supporting Girls Plan Canada by sponsoring girl's education in developing countries.
Nasim moved to Canada in 2012 and built her family here along with her career in RBC and in her spare time she is enjoying spending time with her family and most of all her 3 year old daughter.