Extended Team

Jag specializes in trust and estate planning for business owners, high-net-worth individuals and their families as part of a holistic approach to their wealth planning journey. 

With over 18 years of legal private practice experience, Jag spent 12 years specializing as a trust and estate planning and estate administration lawyer, most recently as a partner at Miller Thomson LLP in the Private Client Services group. She regularly advised clients on sophisticated and complex estate planning matters related to blended family planning, business succession planning, and cross-border planning while incorporating appropriate tax minimization strategies. 

In addition to having her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners (STEP) she has most recently obtained her Family Enterprise Advisor (FEA) designation with Family Enterprise Canada which has allowed Jag to broaden her estate planning practice to family legacy building and governance for high-net-worth families. 

As an active member of the Law Society of Upper Canada (Ontario) and STEP, Jag frequently writes and speaks on various topics related to trust and estate planning, as well as administration. She has been ranked as a Lexpert – leading lawyer in the Canadian Legal Lexpert Directory in the area of Estate and Personal Tax Planning for three consecutive years (2021, 2022, 2023). 

Wealth Planning Consultation 

Jag works closely with your RBC advisor to identify strategies and solutions on structing your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant and lawyer. 

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.

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.

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

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 more than 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.