Kein Bejko is an investment advisor with over a decade of experience in the financial industry. With a deep passion for investments, he approaches each opportunity with an analytical mindset and detective-like curiosity to uncover intricacies of the companies he evaluates. Kein believes that successful investing goes beyond numbers; it requires a thorough understanding of market dynamics, industry trends, and the unique stories behind each business.
With a keen eye for detail and unwavering dedication to excellence, Kein has developed a reputation for crafting innovative strategies that enable clients to optimize wealth growth. He believes that listening is just as important as advising, and thrives on building strong relationships, ensuring his clients feel confident and secure in their financial journeys.
He graduated with an Accounting degree from the Rotman School of Management at the University of Toronto and is a CFA charter holder. Outside of work, Kein can be found on the football pitch, salsa ballrooms and surrounded by his family.
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Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Christopher O’Toole, BA, CLU, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
I don’t accept ‘good enough’ and love a challenge – so I partner with clients to provide creative solutions that help them meet their evolving estate planning and insurance needs.
For Chris, trust is everything. He recognizes that trust can only be established once it has been built and requires him to excel personally and professionally. He’s made a career of building strong relationships by ensuring he never takes anything for granted and always delivers on his promises. Chris provides first-class service by consistently bringing product knowledge, informed support, and most importantly, new ideas to address your unique needs.
Having joined the financial industry in 2001, Chris spent many years working for one of Canada’s most prominent life insurance companies. Seeking to improve and maintain his professional knowledge, Chris has earned the Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Elder Planning Counselor (EPC®) designations.
Ryan is a Chartered Professional Accountant (CPA) and is a Certified Financial Planner professional. He has completed the Master of Taxation graduate degree from the University of Waterloo and holds a Bachelor of Commerce from Toronto Metropolitan University with a major in accounting and minor in finance. He is a member of the Canadian Tax Foundation.
Prior to joining RBC, Ryan was employed as a tax manager at one of the leading global accounting firms. He specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities. His work focused on tax minimization strategies and reorganizations.
Ryan believes that planning is critical to helping people meet their financial goals. Ryan’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.