RBCDS Wealth Management Partners

Gloria Di Giovanni brings over 20 years of financial services experience to her role providing personalized, discrete financial counsel to a select group of clients and their families in Toronto and the surrounding area.

Prior to joining RBC, Ms. Di Giovanni held senior roles at another national financial institution, both as the general manager for a discretionary wealth business and an associate vice president for retail markets. Her past experience working with families, business owners and executives lends credence to the discrete counsel she now provides to Private Banking clients.

As Private Banker, Ms. Di Giovanni designs sophisticated banking, personalized short- and long-term lending solutions and flexible credit packages for her clients. Through RBC she works with a team of specialists in Canada and in key markets worldwide to provide a complete range of services – including investments, commercial banking, estate and business succession planning, and domestic and international trusts – to meet each client's specific needs.

An accredited financial planner holding the Certified Financial Planner (CFP) and Professional Financial Planning (PFP) designations, she offers clients the expertise and resources they need to achieve their financial goals, and continually builds on her expertise to provide her clients with the highest quality financial advice and planning.

Ms. Di Giovanni is active outside of the office, and has volunteered as Chair for the 2008 Venetian Ball in support of retirement living for seniors; the Women's Day Event in support of the Humber River Hospital, cancer awareness and education; and Sunnybrook Golf for Spinal Research in support of the hospital's RRRP cancer program. Most recently, she was appointed to the Advancement Committee at Sunnybrook Hospital for 2014.

Born and raised in Toronto, she enjoys an active lifestyle outside the office, and keeps busy with yoga, golf and reading.

Peter Mulrooney brings more than 20 years of experience in financial services to his role as Private Banker, in which he delivers personalized, discreet financial counsel to a select group of clients throughout the greater Toronto area.

As Private Banker, Peter and his team – which includes dedicated Private Banking Associates and a Credit Structures Manager – collaborate with RBC partners in Canada and around the world to provide tailored banking solutions to business owners, wealthy families, executives and professionals. Based on a deep understanding of each client’s unique circumstances, solutions may include specialized wealth management planning, business owner planning, estate planning, along with domestic and international trust structures. Through this customized Private Banking experience, his clients are able to simplify the many details of their financial lives and focus on their career and personal goals.

By working with a relatively small number of clients, Peter is able to ensure responsive service and the level of attention his clients require to focus on other aspects of their lives. When necessary, he will work with his clients’ other professional advisors to deliver comprehensive, integrated financial solutions.

Peter began his career in the financial industry in 1992 after graduating from Memorial University with a Bachelor of Commerce degree. His experience includes personal and commercial banking, financial planning, finance, and sales strategy. Peter holds a Master of Business Administration degree from Dalhousie University, the Specialist – Trust Institute Diploma (STI), and the Personal Financial Planner (PFP) designation.

Peter enjoys spending time with his wife Nichola and daughter, Robyn.  His leisure activities include boating, hockey, indoor cycling, and reading.

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.

Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.

Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice 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.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

A former tax lawyer with over 25 years of experience in the insurance industry, Joel brings a unique perspective to the estate planning needs of his clients. Joel works closely with you and your team of professional advisors to develop and implement tax-efficient strategies to help you achieve your wealth management goals.

Joel received his BA (Economics) from Brandeis University, his LL.B from the University of Toronto and LL.M in Tax Law from Osgoode Hall Law School. He is a Chartered Life Underwriter (CLU) and a member of the Society of Trust and Estate Practitioners (TEP). Joel is a frequent speaker at industry and professional conferences. His articles have appeared in numerous publications including the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of the leading text on tax planning with life insurance, Canadian Taxation of Life Insurance.

Envision, Create & Preserve - Wealth Planning Designed For You

Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.

Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.

Teresa Anastasopoulos is a Private Client Insurance Specialist. Through a personalized risk assessment approach, she provides tailored insurance solutions to protect your client’s wealth, possessions and lifestyle.

Teresa has over 26 years of industry experience. Prior to joining RBC, she was a trusted Account Executive at brokerages such as Gallagher and Jones DesLauriers. Teresa holds a Chartered Insurance Professional (CIP) and Canadian Accredited Insurance Broker (CAIB) designation with the Insurance Institute of Canada.

Teresa is proud to represent RBC Private Insurance and is passionate about providing best in class service. Together with her team, she will work with your client to protect what matters most.

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.