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 | Connect

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. 

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Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist


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Abby Kassar, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services


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Barrington Grey, CFP, FEA

Vice-President & Estate Planning Specialist


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Connie Freitas, BA, LL.B

Will & Estate Consultant


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Bobby Hinduja, CPA, CA, CBV

Vice-President & Business Owner Specialist


 

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 minds to 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.