- Simplify complex financial affairs
- Family Wealth Management Guide
- Live well in retirement
- Live well in retirement
- Retirement Checklist
- Create your family legacy
- Estate and Wealth Protection
- Family Inventory Checklist
- Estate Planning Guide
- Optimize your business
- Business planning
- Business Owners Guide
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.
Mark Skeggs, CPA, CA, CFP, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
As a High Net Worth Planning Specialist, Mark, together with your primary RBC advisor, helps you explore tax, estate and wealth planning issues you face as a high net worth client.
Prior to joining RBC, Mark spent over 14 years in the High Net Worth Tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for Ultra High Net Worth families, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes.
Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner. He has completed the Society of Trust and Estate Practitioners Advanced Certificate in Family Business Advising, all three levels of the CPA Canada In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark has served as Chair of the Board of Evaluators for CPA Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen’s University
Peter Kardassopoulos, PFP
Associate Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
Most recently partnered in a practice with a leading Canadian insurer, Peter joined RBC in 2017. He has spent over 20 years in the financial services industry primarily focused on helping clients fulfil 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 young daughter and faithfully cheering on his hometown team, the Toronto Raptors.
As a Premier Banking Advisor for the Greater Toronto region, Delwyn Vazz 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, he 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.
Delwyn has close to 12 years of experience in the financial services industry and holds a Bachelor of Business Administration from the University of Guelph. Prior to his current role, he worked as an Associate at both RBC Dominion Securities and RBC Private Banking.
Clients appreciate Delwyn’s extensive experience as a banking and advisory professional, and his commitment to efficiently meeting their needs and simplifying their financial affairs. As needed, he can also work with your Investment Advisor to integrate your banking and credit solutions with your investment and wealth management solutions.
Committed to giving back to his community, Delwyn has volunteered with Junior Achievers and Habitat for Humanity.
Born in Nairobi, Kenya and raised in Mississauga, Delwyn currently resides in Milton, Ontario. Outside of work he enjoys spending time with his family, his hobbies include a variety of sports and he has a keen interest in technology.