Private Banker, RBC Private Banking
Elaine Sequeira brings more than two decades of experience in financial and professional services to her role as Private Banker. She provides comprehensive financial management to high-net-worth individuals and their families, responding to both their personal and business needs.
Throughout her career, Ms. Sequeira has demonstrated a true dedication to her clients, winning RBC's prestigious Leo Award for her superior level of attention to client service.
Whether her clients' needs are basic or sophisticated, Ms. Sequeira is able to tailor a customized financial solution, with flexible short- and long-term credit and lending options. Her extensive network of professional contacts both within and outside RBC can provide strategic direction in investments, corporate and business banking, domestic and offshore trusts, and estate planning.
Originally from Montreal, Ms. Sequeira is a graduate of McGill University. She holds her CA Designation and has achieved her Fellow Chartered Accountant title, the highest level of achievement for a CA in Ontario. She is also a Certified Financial Planner (CFP), allowing her to provide her clients with additional financial planning expertise.
A committed volunteer and is involved in many community activities, Ms. Sequeira is currently the Co-Chair of the Professional Breakfast Committee for the Canadian Women's Foundation. She has run the Marine Corps Marathon in Washington D.C., along with other half marathons, and has been a proud member of the RBC Dragon Boat team.
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the greater Toronto area, Claudia Diaz works as a single point of contact providing banking and credit solutions for select clients of Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking and credit solutions.
With 15 years of experience in the financial industry with Royal Bank of Canada, Claudia is well respected by both her clients and peers alike. Prior to her current role Claudia was a Financial Advisor, Banking Advisor, as well as an Operational support role at RBC. Clients appreciate Claudia’s extensive experience as a banking and advisory professional and her commitment to efficiently meeting their needs and simplifying their financial affairs.
Committed to giving back to her community, as part of RBC’s community events Claudia has volunteer for the Aga Khan Museum, Evergreen Brickworks and the Daily Bread Food Bank. In addition, she is very passionate in helping the less fortunate here at home as well as in other countries.
Born in El Salvador, Claudia moved to Canada in 1993 and lives in Toronto with her husband, three children and grandson. In her spare time, Claudia loves spending time with her family and friends who inspire and motivate her life.
Financial Planning Specialist, RBC Family Office Services
Financial Planning Specialist, RBC Family Office Services
Zain is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP). He has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds an Honours Bachelor of Commerce degree from the Smith School of Business at Queen’s University (major in Accounting). In his previous role as a Senior Tax Manager at one of the global major accounting firms, Zain specialized in providing tax planning and compliance services to high net worth individuals, private businesses, estates, trusts and partnerships.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Zain, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation taxefficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Envision, Create & Preserve - Wealth Planning Designed For You
Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.
Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.
Vice-President & Will & Estate Consultant, RBC Family Office Services
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Senior Trust Advisor, RBC Royal Trust
As a Senior Trust Advisor, Karen Snowdon-Steacy is responsible for managing a complex book of accounts, and services clients throughout the Greater Toronto Area. Karen works with individuals, families and businesses 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, Karen can help. Karen also has expertise and experience in advising on Philanthropic and Charitable Giving strategies for clients who wish to leave a lasting legacy.
A graduate of Victoria University at the University of Toronto specializing in history and political science, Karen has continued to deepen her knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Karen is a full member of STEP.
With 25 years of experience, Karen is well known within the local Estate and Trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she 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.