All-encompassing support and solutions

Through our vast network of industry partners, as well as our colleagues at RBC Wealth Management, we're able to connect you to the support you need, right when you need it.


Connie Freitas, BA, LL.B

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


Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Prashant Patel, CFP, TEP

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

Discover the Barasch - Wellwood difference

We work tirelessly so you can rest easy, knowing your wealth is in the best care.

team members