Your Extended Team of Specialists

Working closely with my larger team within RBC Dominion Securities 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 are brief biographies of our larger team members,

Financial Planning

Advisor

Karen Zhang, CPA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Estate Planning

Advisor

Andrew Sipes, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Premier Banking

Advisor

Margaret Caponio

Premier Banking Advisor, RBC Royal Bank


Will & Estate Consultant

Advisor

Connie Freitas, BA, LL.B

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


Royal Trust

Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust