Meet Our Extended Team


Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies.

Through Ord Private Wealth Management, you have access to the resources and expertise of RBC Dominion Securities - Canada's leader in Wealth Management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.

Advisor

Karen Zhang, CPA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Connie Freitas, BA, LL.B

Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


Professional Referrals


The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking referrals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.