Our Team

Our immediate team navigates you through your financial situation, and is supported by a network of industry leading specialists.

Giancarlo Totino

Vice-President & Portfolio Manager

416-842-3475 | Email me
905-895-2534

Giancarlo has 18 years of industry experience in financial services and investment management, Giancarlo has the knowledge, network and resources to provide you with sound wealth management advice and service. He holds a Bachelor of Administrative Studies degree from York University, as well as the prestigious Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations. In addition, as a Portfolio Manager, Giancarlo sits among the select group of advisors qualified to offer advisor-managed portfolio services. This means he can act on your behalf in managing your portfolio, taking advantage of investment opportunities quickly to better achieve your financial goals.

Giancarlo knew he wanted to be an Investment Advisor when he was 16 years old. Today, he’s built a leading wealth management practice founded in trust, integrity and a high level of client care. He works closely with investors and their families to understand their unique financial goals and design tailored strategies and solutions to help achieve them.

Marcia Bognar

Associate Wealth Advisor

905-895-0284

Leslie Yan

Associate Advisor

905-895-6236 | Email me

Ewa Pach

Administrative Assistant

905-895-2876 | Email me

Carrie Greenwood

Associate Advisor

905-895-4593

Team of Experts

Our team is comprised of highly specialized areas of expertise. Is just one way our integrated approach and flow of communication, enables us to collaborate to ensure optimal client outcomes.

 

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Penny Forbes, CPA, CA, CFP

Financial Planning Specialist, RBC Wealth Management


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Abby Kassar, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Colin Ardill

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Varsha Parray

Premier Banking Advisor, RBC Royal Bank