Will & Estate Consultant


Connie Freitas, BA, LL.B

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

Estate Planning Specialist


Thomas Seah, CLU, BA (Econ)

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

Senior Trust Advisor


Manish Gosrani, LL.B, CFP®

Senior Trust Advisor, RBC Royal Trust

Financial Planning Specialist


Marlena Pospiech, B.Comm., TEP, CFP

Financial Planning Specialist, RBC Family Office Services

Private Banker


Daniel Francella

Private Banker, RBC Private Banking

Portfolio Advisory Group

The Global Portfolio Advisory Group is responsible for providing insight to investment advisors in RBC Wealth Management with respect to portfolio construction, asset and sector allocation, and security selection. The group’s high-level framework for stock selection tends to be characterized by finding quality businesses, leveraging its extensive research capabilities and forming an independent view, assessing valuation to identify opportunities and risks, and focusing on a longer-term time horizon.