Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994.
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise was varied and covered the areas of corporate/commercial law, real estate, and wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a Big 4 public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is currently pursuing her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) Canada.
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
As a Premier Advisor with RBC Wealth Management, Michelle Pelaia works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their day-to-day banking needs.
Michelle offers an extensive background in client relationship to her role as a Premier Banker. She draws on 20 years of experience within RBC, consisting of her wide range of Retail Banking experience. A graduate of University of Toronto specializing in/with a Bachelor of Arts, Michelle Pelaia has continued to deepen her knowledge and expertise with key industry designations. She has been recognized as a RBC Cruise Winner and has been a Top Performer with RBC for the past 20 years.
Clients appreciate Michelle's extensive experience as a banking and advisory professional, and her commitment to efficiently meeting their needs and simplifying their financial affairs. As needed, she can also work with your Investment Advisor and Counsellor to integrate your banking and credit solutions with your investment and wealth management solutions.
Away from the office, Michelle is quite busy at home with her two boys. In her spare time she spends her time at the hockey arena, soccer and baseball fields.
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.