Wendy Chung, CPA, CMA

Investment Advisor

416-231-0362 | Email me

Wendy Chung offers a wealth of experience as your investment advisor. She has a broad base of professional experience, having been part of the financial teams of several fortune 500 companies. She is also an entrepreneur.

A graduate of the University of Toronto, Wendy has also earned her Certified Management Accountant (CMA) designation. To pursue her passion to make a direct difference in people's lives, Wendy decided to leverage her accounting and financial planning skills into a wealth management practice.

As an investment advisor with RBC Dominion Securities, Wendy provides access to a comprehensive range of services to help you build and protect your wealth.

She provides a holistic and balanced approach to wealth management. Her breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs.

During her downtime, Wendy loves travel, art, food and hosts entertaining events to connect great people and minds.

Rami Aziz

Investment Advisor

416-231-6790 | Email me

Rami focuses on designing well balanced, cost and tax efficient portfolios for our high-valued medical professional and business owner clients. With in-depth investment and portfolio knowledge, Rami constructs personalized portfolios based on financial planning and disciplined investment process and selection.

Rami is a strong believer in “knowledge is power for our clients”. He is passionate in educating the clients on various financial and investment topics.

Filip Resanovic

Associate

416-231-4599 | Email me

Filip joined our team at RBC Dominion Securities in 2018. Filip brings over five years of experience in the financial service industry. He holds a Bachelor of Commerce degree from Ted Rogers School of Management, Ryerson University. With his past experiences, Filip is responsible for the day-to-day client care. He also liaise with our wealth management partners ensure our mutual clients experience an “one team” approach

Our Extended Team

Anna Costantino Estate Planning Specialist

Anna Costantino, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

416-842-3555 | Email me

Anna began her career in the insurance industry in 1996 working with one of the largest financial planning companies in Canada and joined RBC in 2009.

 

Attending the University of Manitoba, Anna completed her Bachelor’s degree in Commerce. In her ongoing commitment to professional development and education, she earned her Certified Financial Planner (CFP) designation in 2002 and the Chartered Life Underwriter (CLU) designation in 2012. Additionally, Anna is a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

 

With Wendy and Rami, Anna focus on both personal and corporate insurance solutions to help increase the family’s net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.

Mark Skeggs, CPA, CA, CFP, TEP

Vice-President & Business Owner Specialist, RBC Wealth Management

Email me

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Connie Freitas, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


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Jung-Hee Kim, MBA, M.Tax

Financial Planning Specialist, RBC Wealth Management