Serving your whole financial picture

 

Clients of the Brookfield Place, 23rd Floor branch benefit from the support of multiple industry-leading RBC specialists in various streams of finance. Meet the professionals working for you.

 

Financial planning specialists

 

Advisor

Karen Zhang, CPA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


 

Will & Estate Consultants

 

Advisor

Connie Freitas, BA, LL.B

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


Advisor

Carol Dalgado, LL.B, LL.M, TEP

Will & Estate Consultant, Family Office Services, RBC Wealth Management


 

Royal Trust, Estate Advisors

 

Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


 

Estate planning specialists

 

Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Anna Constantino, CLU, CFP®

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Barrington Grey, CFP, CLU, FEA

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Tracey Goldie, CLU

Vice President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


 

Premier banking

 

Advisor

Margaret Caponio

Premier Banking Advisor, RBC Royal Bank


Advisor

Niaz Dharas

Premier Banking Advisor, RBC Royal Bank


Advisor

Jacqueline Calleja

Premier Banking Advisor, RBC Royal Bank


 

Let us connect you with an advisor today!

 

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