Based out of 181 Bay Street in downtown Toronto and with over 97 years of combined experience we help our clients build, manage and preserve their multi-generational wealth. As our client, you can expect timely service and professional advice through our team approach.  Each team members focuses on different areas of expertise, so you get the expert advice when you need it.

The best results are achieved working in partnership with all of the professionals you've engaged to look after your life goals.  With your permission, we prefer to work with your bank, tax and legal advisors to ensure a coordinated overall strategy -- if you require a referral, we are happy to offer you access to our extensive network of professionals.

Dian Chaaban

Investment & Wealth Advisor

416-842-4234 | Email me
416-842-3472

Following graduation from the University of Guelph with a Bachelor of Commerce degree, Dian joined the financial services team at RBC Royal Bank's Plaza Main Branch. During her tenure at the bank, she provided clients with personal banking solutions, investment strategies, and credit and lending facilities to help them reach their financial goals.

Dian’s enthusiastic approach to client service was recognized by RBC Dominion Securities and she was recruited to be a National Business Development Consultant with the firm. In this role, Dian traveled across the country helping Investment Advisors and their teams run more efficient practices, both in terms of their client service and business-growth plans.

As her passion grew for helping clients achieve their financial goals, senior management suggested she would be a great fit as an investment advisor. She followed the sound advice and joined RBC Dominion Securities as an Investment & Wealth Advisor.  Backed by Canada’s leading wealth management firm, Dian is confident in her ability to go beyond investment advice to address the wide range of concerns related to her clients’ financial and life goals - she is especially known for her thoughtful and patient approach to helping families address their complex financial concerns and fosters confidence in their future by bringing the best of RBC to her clients through a team approach.

 

Dian regularly educates her clients and those around her about the world of finance and believes that financial literacy should be a common conversation, rather than the mystery that it has become for most.  To help turn the dial further, Dian authors a weekly note every Friday, Word on the Street, in where she correlates what’s happening in the world to the financial market, making it a fun, digestible and educational read.

In recognition of her success, Dian has been the recipient of the RBC Top Performers award in 2014 and has achieved Presidents Club status in 2014, 2015, 2016 and 2017 thus far.

 

Dedicated to her alma mater, Dian served as a Director on the University of Guelph Alumni Association and is the founder of the popular Gryphons on Bay Street (GOBS) annual networking event in Toronto. Dian is also an active member of the RBC Dominion Securities Women’s Advisory Board and the founder of ‘Women of Ambition’ (WOA), an exclusive and strategically crafted private group of women entrepreneurs and professionals who are motivated and eager to grow their respective businesses.

 

A believer in giving back to her community, Dian volunteers at the Toronto Rehabilitation Institute spending time with those who are recovering from an injury similar to hers and regularly presents on the topic if financial literacy to kids of all ages to help encourage them to save, spend and share their money. 


Away from the office, Dian is a (hopeful) golfer, scotch collector and broken neck survivor.  She resides in downtown Toronto with her husband, Mark and enjoys walking to the office. 

person

Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist


person

Abby Kassar, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services


 

Barrington Grey, CFP, CLU, FEA

Vice President & Estate Planning Specialist
 

After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on Barrington’s expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.

Barrington has a degree in political science and is also an accredited Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Family Enterprise Advisor (FEA). In addition, Barrington is a member of The Conference for Advanced Life Underwriting (CALU), the organization that represents the interests of over 11,000 insurance and financial advisors. CALU mandates interests specific to advanced financial planning issues relating to estate planning and corporate-owned life insurance to name a few. Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.


Connie Freitas, LLB

Will & Estate Consultant/Lawyer

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.

When it comes to structuring your estate in an efficient and tax-effective manner, you will be introduced to Connie. Following your meeting with Connie, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant, reducing the billable hours typically incurred during these processes.

 

 

Abby Kassar, CA, CFP, TEP

High Net Worth Planning & Business Owner Specialist

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and a Certified Financial Planner (CFP).

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families.  If it makes sense for your situation, you will meet with Abby to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs.  Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

For almost ten years, Abby has provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning - which you have access to at anytime as a client.


Tim Corney, CFA

Portfolio Advisor - U.S. Equities

Tim is a Vice President and U.S. Equity Portfolio Advisor for RBC Wealth Management. Tim sits on several portfolio investment committees including the U.S. Large cap and Midcap Guided Portfolios.  When it comes to your portfolio, Tim is one of the brilliant mindsI consult with to assess your U.S. equity exposure and positioning.

Tim holds an honors B.A. from the University of Toronto and is a CFA charter holder.  Tim has spent his entire 12 year career with Dominion Securities starting in retail as an associate for a Chairman's Council Advisory Team. Tim moved to head office in 2005 and joined the Managed Products Group and transition to the Portfolio Advisory Group in 2008.


Dominick Hardy, CA, CFA

Portfolio Advisor - Canadian Equities

Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings with him a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French.

When it comes to your portfolio, Dominick is one of the brilliant mindsI consult with to assess your Canadian equity exposure and positioning.


Think of my team as a one-stop-shop offering you the best that RBC can offer.

Coming from a diverse RBC background, I have carefully assembled a team of banking professionals who work collaboratively to deliver the key solutions you need – key members of my team including partners from RBC personal banking, commercial banking, small business banking and private banking offering you a full suite of banking options and a sophisticated range of credit tools. 

All meetings with these extended team members are encouraged as joint meetings in an effort to remain on the same page and work together with your best interests in mind. 

 

Steve Mogdan

Financial Planning Specialist

Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).

During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.

Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.

 


Bobby Hinduja​​​​​​​, CPA, CA, CBV

Vice-President & Business Owner Specialist​​​​​​​

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.