Financial Planning Specialist
Steve Mogdan, CPA, CA, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
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.
Private Banker
Breanne Atkinson
Private Banker, RBC Royal Bank
As a Private Banker with RBC Wealth Management, Breanne provides comprehensive wealth management and financing strategies to high-net-worth individuals, business owners, professionals and their families.
Breanne has over 10 years of experience in financial services, in various roles related to Wealth Management, Financial Planning, and Personal and Business banking and lending. She has a deep understanding of complex client needs and business acumen, and expertise in the successful integration of various financial services into a customer-centric strategy. She draws on her extensive experience to advise on a number of issues that affect clients, including day-to-day banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complimentary services, including financial planning, estate and tax planning, business owner planning and investment management.
To ensure personalized service and attention to detail, Breanne and her team work with a relatively small number of clients. This approach helps the team simplify their client's lives, while delivering responsive integrated financial solutions.
Breanne is an avid motorcyclist and artist, and enjoys a variety of outdoor activities with her husband, step-son and two dogs.
Breanne holds a Certified Financial Planner (CFP®) designation, Mutual Funds License, MSc in Mathematics from Wilfrid Laurier University, and BSc in Mathematics and Fine Arts and BEd from Nipissing University
Premier Banking Advisor
Francine McLean
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Sudbury and Northern Ontario, Francine McLean works as a single point of contact providing banking and credit solutions for select clients of RBC Dominion Securities and their families. Partnering with Investment Advisors across the region, she provides personalized service and tailored advice to help clients save time and efficiently manage their day-to-day banking and credit solutions.
With over 29 years of experience in the financial industry with Royal Bank of Canada, Francine is well respected by both her clients and peers alike. Prior to her current role, Francine held various roles at RBC, giving her a wide scope of knowledge in banking advice. The most noteworthy of these roles is her 14 years of service as a Financial Advisor, for which she received many prestigious recognitions.
Clients appreciate Francine's extensive experience and efficiency as a banking and advisory professional. She also has the ability to service clients in English or French as she is fluent in both languages.
Born in Elliot Lake and raised in Spanish, Ontario, Francine moved to Sudbury, where she now lives with her husband & children. Committed to giving back to her community, Francine loves volunteering regularly, as well as playing volleyball and refereeing hockey.
Estate Planning Specialist
Annett LeBeau
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
It's yours. It is your life, your family, your business, your legacy. With that in mind, Annett's core belief is to "Appreciate the little things in life." This allows her to connect to what matters most for each client and their unique situation.
Collaborating with client's trusted advisors, Annett works with affluent families, professionals and business owners to implement tax efficient strategies that help to achieve their wealth management objectives. Her ability to simplify the complexity of these solutions bring clients understanding and peace of mind that the recommendations will help them achieve their goals.
For over 20 years, Annett has specialized in estate planning within the financial industry, where her reputation of working relentlessly and endlessly on behalf of clients has made her a sought after advisor. Her natural ability to build trust and earn respect is part of the personal warmth she brings to her work. After all, it is your life, your family, your business, your legacy.
Business Owner Specialist
Bobby Hinduja, CPA, CA, CBV
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.
Group Advantage Consultant
Drew Lehman
RBC Group Advantage Consultant
RBC Group Advantage is a comprehensive program that can help you take care of you and your employees’ overall financial needs. From retirement savings and investments to everyday banking, our experienced advisors will provide advice to put you and your employees on the path to financial wellness.
As a trusted partner, we will take the time to understand the needs of your business and develop a financial wellness program for your company . We will work with you to build a Registered Pension Plan or Group Savings Plan that sets up your company and your employees for success. As subject matter experts in the group savings marketplace we will keep you updated with the latest industry news, trends and insights.
As your consultant, Drew is here to provide the advice that’s right for your business. A career of 9 years in the financial services industry has prepared him for this role. He is committed to continually building his knowledge so he can provide you with advice that is current and relevant in today’s environment.
Private Client Insurance Specialist
Fayaaz Kala
Private Client Insurance Specialist, RBC Private Insurance
Fayaaz is a Private Client Insurance Specialist, with over 15 years of extensive experience in the insurance industry.
He specializes in providing tailored risk management and insurance solutions for high-net-worth individuals and their families through meticulous discovery and deep understanding of the needs and challenges that come with protecting their assets, wealth and lifestyle.
Fayaaz’s dedication to delivering an exceptional client experience has consistently made him a top performer at RBC insurance and previous organizations. He is committed to providing personalized and comprehensive insurance protection customized to his clients’ needs and priorities.
Fayaaz received an honours BA from University of Toronto, and a lean six methodology certification.
Outside of work, Fayaaz actively contributes to the community as a Board Director at the Stevenson Memorial Hospital Foundation. In addition to spending quality time with his wife and two daughters, he enjoys travelling, exploring local artisan shops, farmers markets and restaurants. Most mornings, Fayaaz starts his day with a workout or wraps up a round of Golf.