Our Partners

Advisor

Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Connie Freitas, BA, LL.B

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


Advisor

Arthur Y. Wang, MAcc, CPA, CA, CFP, CLU, CHS, TEP, FEA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Adam Littlejohn, CLU, CFP®, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Advisor

Sanaz Shams

Premier Banking Advisor, RBC Royal Bank