Connie Freitas, B.A., LL.B.
Will & Estate Consultant
Connie works closely with me to provide you with information on structuring your estate in an efficient and tax-effective manner, utilising her significant practical experience in the estate planning and administration field, coupled with her financial planning expertise. This allows her to offer guidance on both the tax and personal implications of your estate plan. Connie will provide you with a report outlining various estate planning issues for you to explore in further detail with you own lawyer or accountant.
Nadia Ganesh, CFP
Financial Planning Specialist
Nadias career spans over 17 years in the financial services industry through various roles with a chartered retail bank, RBC Dominion Securities and a boutique investment firm. In 2008 Nadia rejoined RBC as a member of RBC Wealth Management Services, assisting with the preparation of comprehensive financial plans for clients of RBC Dominion Securities.
Nadias accreditations include the Certified Financial Planner (CFP) designation as well as being life and accident & sickness insurance licensed for Ontario. Nadia truly believes a financial plan allows you to analyze your current situation and put strategies in place today, to further enhance and preserve your wealth, minimize taxes, protect your loved ones and create a legacy.
Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc.
Gerry employs a comprehensive process to assess client needs and then recommends tax-exempt insurance strategies that will help them achieve their wealth management objectives. Gerry can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure that your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gerry has access to insurance to insurance solutions from the top-ranked insurance providers in Canada.
Gerry began his career in the insurance industry in 1975 and is an expert to his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.