In House RBC Experts
Anna Constantino, CLU, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Defining Wealth, Your Way
What does wealth mean to you?
The word "wealth" evokes different sentiment for everyone.
I work with your advisor to learn what wealth means to you. I take the time to understand your story. My personalized process involves asking the necessary questions, analyzing your situation, and applying my expertise. These steps ensure your personal financial objectives always guide my recommendations.
Appreciating how you want to create, preserve, and transfer your wealth allows me to design solutions that define wealth - your way.
My commitment to ongoing education ensures my skills and expertise are among the most regarded in the industry. I hold the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In addition, I am currently pursuing the Trust and Estate Practitioner (TEP) designation.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a Big 4 public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is currently pursuing her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) Canada.
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Premier Advisor with RBC Wealth Management, Michelle Pelaia works as a single point of contact, providing banking and credit solutions for select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region and provides personalized service, and tailored advice to efficiently manage their day-to-day banking needs.
Michelle offers an extensive background in client relationship to her role as a Premier Banker. She draws on 20 years of experience within RBC, consisting of her wide range of Retail Banking experience. A graduate of University of Toronto specializing in/with a Bachelor of Arts, Michelle Pelaia has continued to deepen her knowledge and expertise with key industry designations. She has been recognized as a RBC Cruise Winner and has been a Top Performer with RBC for the past 20 years.
Clients appreciate Michelle's extensive experience as a banking and advisory professional, and her commitment to efficiently meeting their needs and simplifying their financial affairs. As needed, she can also work with your Investment Advisor and Counsellor to integrate your banking and credit solutions with your investment and wealth management solutions.
Away from the office, Michelle is quite busy at home with her two boys. In her spare time she spends her time at the hockey arena, soccer and baseball fields.