As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
Marlena Pospiech, B.Comm., TEP, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Marlena is a Bachelor of Commerce (Finance) graduate from Concordia University, and a Certified Financial Planner® professional. She also holds a Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) in Canada and is fluently trilingual (English, French and Polish).
Marlena has over 20 years of extensive wealth management experience ranging from being a key note conference speaker, to also being a national TV, print and radio media spokesperson, and managing an RBC branch. She also spent many years in financial advisory roles where she provided technical research, support and wrote articles on complex tax, trusts, estates and retirement matters. Most recently, Marlena has been providing holistic comprehensive wealth planning services to high net and ultra-high net worth business owners, professionals, physicians, and retirees.
Marlena’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Carol Dalgado, LL.B, LL.M, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
As a Will & Estate Consultant, Carol Dalgado provides comprehensive estate planning services to clients.
Carol graduated from the University of Toronto with a Bachelor of Arts degree. She obtained her Bachelor of Laws degree from the University of Western Ontario and went on to obtain her Master of Laws (Trusts) degree from Osgoode Hall Law School. She holds the designation of TEP (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). She is a member of the Law Society of Ontario, the Estate Planning Council (Toronto), the Estate Practitioners’ Group and STEP.
Carol has held various roles within the estate and trust industry in which she has provided guidance on estate, trust and incapacity planning, administration and litigation issues. Carol worked in private practice for over ten years before joining RBC Wealth Management in 2015.
As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA 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, Manish can help.
Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.
Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He 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