Meet the team

Marlena is a Bachelor of Commerce (Finance) graduate from Concordia University, and a Certified Financial Planner professional. She also holds a Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) in Canada and is fluently trilingual (English, French and Polish).
Marlena has more than 20 years of extensive wealth management experience ranging from being a key note conference speaker, to also being a national TV, print and radio media spokesperson, and managing an RBC branch.
She also spent many years in financial advisory roles where she provided technical research, support and wrote articles on complex tax, trusts, estates and retirement matters. Most recently, Marlena has been providing holistic comprehensive wealth planning services to high-net and ultra-high net-worth business owners, professionals, physicians, and retirees.
Marlena’s 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.

Chris started his career in financial services more than 25 years ago, taking on numerous roles in wealth planning at one of Canada’s largest financial institutions. As a financial planner and coach/consultant, he completed

his Certified Financial Planner certification in 2008 and provided financial planning services to clients and coaching to investment advisors. Chris joined RBC Wealth Management in 2024 as a Financial Planning Consultant.

In his current role as a Financial Planning Consultant, Chris will work with and support your advisor in preparing and presenting comprehensive financial projections.

Customized wealth planning for your financial future

At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic

view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Chris Buttigieg, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such

strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course. 

As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships. 

Karen is fluent in Mandarin, Cantonese and English. 

Karen’s 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. 

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 Karen Feng, 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 tax-efficiently 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. 

To schedule a meeting with Karen Feng, please contact your advisor. 

Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison shares her knowledge and experiences through her role as a Session Leader and a facilitator for CPA Ontario’s Professional Education Program.

Madison is proficient in both Cantonese and Mandarin. She also brings a wide range of experience to her role as a Financial Planning Specialist. In her previous role as a tax manager from a boutique tax consulting firm, she specialized in developing and implementing tax planning strategies for high net worth individuals and private corporations with a strong focus on Canadian domestic and cross-border succession and estate planning. She also worked extensively with clients on various corporate reorganizations, dispute resolution as well as tax and estate litigation supports.

Madison’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns that you may have.

En tant que partenaire de confiance de l’équipe de votre conseiller, Peter préconise l’intégration des solutions d’assurance comme partie essentielle d’une planification de gestion holistique.

Peter a rejoint RBC en 2017. Il a passé plus de 25 ans dans le secteur des services financiers à aider des clients à réaliser leurs rêves financiers. Étant d’avis qu’il n’est jamais trop tard pour commencer à planifier, Peter est là pour discuter avec vous et vous proposer des solutions pour vous protéger, vos proches et votre entreprise, si jamais l’imprévisible devait survenir.

Peter est titulaire d’un baccalauréat ès arts (B.A.) de l’Université de Toronto et détient la désignation de planificateur financier personnel (PFP). Dans ses temps libres, il se consacre de tout cœur à ses deux jeunes filles et est un fervent partisan de son équipe locale, les Raptors de Toronto.

As a Senior Will and Estate Advisor for the Greater Toronto Area, Stephanie brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Stephanie can help craft a tailored estate plan that meets their individual needs. Stephanie is a graduate of Queen’s University with a Juris Doctor degree. She has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP) designation, and as a member of the Canadian Association, the Ontario Bar Association, and STEP Canada. Before joining RBC Royal Trust, Stephanie worked in private practice for 10 years focusing exclusively on estate planning and estate administration, including at one of Toronto’s top boutique estate planning firms. In addition to her law degree, she holds an Honours Bachelor of Arts in Economics from McMaster University. The combination of Stephanie’s professional expertise and her commitment to providing practical solutions makes her an invaluable resource for both clients and their financial advisors

Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your real estate, possessions and lifestyle.

Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.

Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with you to protect what matters most.

As a member of the RBC Family Office Services team, James, together with your RBC advisor, can help you explore your business succession options. James understands the specific concerns faced by business owners and has extensive experience addressing their more complex needs.

For the past 25 years, James specialized in developing best practices around business succession planning and in the process helped several families achieve their business succession vision. He also authored a book, The Transition Experience: What every Canadian family should know about business succession planning.

His process not only focuses on technical matters such as business valuation, sale of business planning and tax planning, but also recognizes that business succession has a profound impact on a business family. As such, much of James’ process also involves assisting members of the family with the softer issues of planning, including post-succession and wealth.

James is a Chartered Professional Accountant and Chartered Business Valuator and is a frequent presenter on business succession planning. He obtained his degree, Master of Commerce, from the University of Canterbury in New Zealand and is currently a member of the Family Firm Institute.