Female Investment Advisor, Financial Planner, Estate, Markham, Richmond Hill, Thornhill

Birgit Ratz-Cheung, CIM, PFP

Investment & Wealth Advisor, Financial Planner

416-289-4179 | Email me

Sonya Walker

Associate

416-289-2142 | Email me

Specialized Team Members

Steve Mogdan, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Bobby Hinduja, CPA, CA, CBV

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Tracey Goldie, CLU, CFP®

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management


Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


Claudia Diaz

Premier Banking Advisor, RBC Royal Bank


Zeki Akcay

Risk Assessment Insurance Specialist, RBC Insurance Services Inc.


A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy