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.
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.
J. Madison Mai, CPA, CA, CFP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.
Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.
Madison is proficient in both Cantonese and Mandarin. 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 is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.
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