Our Partners

Working closely with my larger team within RBC DS of Financial Planners, Will & Estate lawyers, Tax experts, Legacy giving, Banking and lending, each of our clients has individually tailored investment, financial and planning advice.  Below, a brief biography of the members of the larger team:

Advisor

Connie Freitas, BA, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Christopher Hanley, B.Comm. (Hons), CPA, CA, CFP

Financial Planning Specialist, RBC Wealth Management Canada


Advisor

Steve Mogdan, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Caroline Foster

Premier Banking Advisor, RBC Royal Bank


Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Khan Pasha

Risk Assessment Insurance Specialist, RBC Insurance Agency Ltd.


Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust