Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994.
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise was varied and covered the areas of corporate/commercial law, real estate, and wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Coming from one of the major global accounting firms, Chris brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role as a senior tax manager, he spent many years working with private companies, high net worth individuals, trusts and partnerships. His work focused on tax minimization strategies and corporate reorganizations.
Chris is a Chartered Professional Accountant (CPA, CA) and holds a Bachelor of Commerce (Honours) degree from the University of Ontario Institute of Technology. He has completed CPA Canada’s In-Depth Tax Course and In-Depth Tax Issues for the Owner-Managed Business Course. Chris now shares his knowledge and experiences as Group Study Leader and Tutorial Facilitator for the In-Depth Tax Course. He is also a member of the Canadian Tax Foundation.
Chris’ role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
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.
As a Premier Banking Advisor Caroline provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Caroline works as a single point of contact and partners with Investment Advisors and Counsellors across Waterloo, Cambridge, Guelph and Orangeville and provides banking and credit solutions for select clients of Wealth Management Canada and their families.
With 10 years of experience in financial services with RBC, Caroline is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients achieving their goals.
She's an Honours graduate from Durham College and University of Ontario Institute of Technology and holds a holds a Diploma in Business Administration with a major in Operations Management.
Caroline is deeply committed to giving back to her community; she has taken the lead in various RBC fundraising initiatives such as "Coats for Kid's" and the "United Way Backpack Drive". As well, she has also been a strong supporter and advocate of the Durham Humane Society by taking animals in need into her home.
Born and raised in London, Ontario, Caroline enjoys travelling to various destinations in the Caribbean as well as her family country of origin, England. On her spare time, she loves to spend time with her animals, cooking for her family and gardening.
Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.
Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.
Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.
Khan is a Risk Assessment Insurance Specialist who focuses on the Toronto Central Region. With over 8 years in High Net Worth private insurance, Khan has serviced over 1,000 clients, ensuring that their personal property, valuable possessions and lifestyle are protected.
Khan has worked in in the insurance industry since 2005. In 2010 he worked as a Senior Underwriting Service Representative at Chubb Insurance Co. of Canada and moved up to manage a $2.5 million book of business with Jones Brown Inc. as an Account Manager. In 2015 he became an Account Executive at PROLINK Insurance and was responsible for new business growth and client relationship management contributing almost $1 million in new business growth with 97% client retention.
As a Senior Trust Advisor, Karen Snowdon-Steacy is responsible for managing a complex book of accounts, and services clients throughout the Greater Toronto Area. Karen works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Karen can help. Karen also has expertise and experience in advising on Philanthropic and Charitable Giving strategies for clients who wish to leave a lasting legacy.
A graduate of Victoria University at the University of Toronto specializing in history and political science, Karen has continued to deepen her knowledge and expertise with key industry designations such as Trust and Estate Practitioner (TEP). Karen is a full member of STEP.
With 25 years of experience, Karen is well known within the local Estate and Trust industry and delivers well-balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, she is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans.