Our Team

Coming from one of the major global accounting firms, Chris brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role as a senior tax manager, he spent many years working with private companies, high net worth individuals, trusts and partnerships. His work focused on tax minimization strategies and corporate reorganizations.

Chris is a Chartered Professional Accountant (CPA, CA) and holds a Bachelor of Commerce (Honours) degree from the University of Ontario Institute of Technology. He has completed CPA Canada’s In-Depth Tax Course and In-Depth Tax Issues for the Owner-Managed Business Course. Chris now shares his knowledge and experiences as Group Study Leader and Tutorial Facilitator for the In-Depth Tax Course. He is also a member of the Canadian Tax Foundation.

Chris’ role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

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.

Relationships are the new wealth. From my perspective, nothing is more important in life than having strong relationships. Relationships with my family, my friends and with my business partners.

My team fosters the strongest possible professional relationships with our internal partners' clients and their respective external advisors. With that collaborative strength, great outcomes can be achieved. That's why we believe relationships are the new wealth. They are essential if we are to understand clients' dreams and deliver on our mission: to ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.

We bind one generation to the next through the powerful tool of tax-exempt insurance. We enhance the lives of our client families forever, by helping them have the choices that only financial security can bring.