Our team

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.

Kelly is a seasoned estate lawyer with a strong grounding in tax. She has extensive experience administering estates, trusts and private charitable foundations for a major trust company.

This hands-on experience allows her to provide both practical and strategic guidance in structuring your estate and incapacity plan. She has significant expertise in business succession planning, vacation property succession, planning for beneficiaries with disabilities, trusts, charitable giving and addressing the complex considerations that blended families face.

Kelly’s approach integrates both the tax planning considerations of your plan and the interpersonal dynamics that influence family harmony.

Kelly has completed parts I and II of the CICA In-Depth Tax Program and is also Certified Financial Planner professional. She is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Ontario (LSO).

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Kelly, a Will & Estate Consultant.

Kelly works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Kelly will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Michael has been in the Wealth Management Industry since 1997 where his primary area of focus has been in investment advisory and wealth advisory services. Michael joined RBC Wealth Management in 2020 as Vice President, Private Wealth Consultant; a role in which he will support advisors and fellow professionals in engaging enterprising families in broader discussions with respect to their family, their businesses and their wealth.

Prior to joining RBC Wealth Management Michael held several progressive roles at other financial institutions. Michael was the former Head of HNW Wealth Planning Services at another Canadian financial institution where he was involved in the development of: financial planning software, a HNW service delivery model, specialized planning services including the introduction of business advisory and cross border wealth planning.

Michael’s experience in conjunction with his completion of many industry leading designations suit him well as he helps initiate client discussions on family governance, family business succession, and legacy. Michael is dedicated to working as part of a multidisciplinary team guiding enterprising families to greater success.

Michael is committed to ongoing personal and professional development and is a continuous lifelong learner. Michael’s greatest skill comes in his ability to listen and work effectively with his peers at any level.

As a Senior Trust Advisor, Karen Snowdon-Steacy is responsible for managing a complex book of accounts, and services clients throughout the Greater Toronto Area. Karen works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Karen can help. Karen also has specialized and experience in advising on philanthropic and charitable giving strategies for clients who wish to leave a lasting legacy.

A graduate of Victoria University at the University of Toronto specializing in history and political science, Karen has continued to deepen her knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Karen is a full member of STEP.

With 30 years of experience, Karen is well known within the local estate and trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans.

Katie Ward brings more than 14 years of extensive banking, lending and wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Katie Ward provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals and their families.

Based in Toronto, Katie works with a select number of clients in the Greater Toronto Region to address their often-complex banking, credit and wealth management needs through customized banking and financial solutions. Her goal is to deliver unparalleled service while building lasting relationships based on a thorough understanding of each client's unique needs and goals.

When necessary, she collaborates with specialists across RBC to provide clients with a complete range of complementing services ranging from investment management to estate and legacy planning, as well as domestic and international trust services to sophisticated and complex credit. Katie can propose targeted strategies to help clients achieve their short- and long-term goals.

Katie draws on more than 14 years of banking experience at RBC, consisting of a range of retail banking and private client services roles.

After earning a Double Major in French and Business Management & Organizational Studies from The University of Western Ontario, Katie has continued to deepen her knowledge and experience with key industry designations such as the Canadian Securities Course (CSC) and Personal Financial Planner (PFP). To support the community, she has been actively involved with organizations like United Way and Dress for Success, contributing to causes aimed at making a positive impact on society.

Away from the office, Katie enjoys an active lifestyle and spending quality time with her husband and two young children. With a passion for both professional excellence and personal fulfillment, Katie embodies a well-rounded approach to life and work