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Amanda Lopizzo

Premier Banking Advisor, RBC Royal Bank


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Steve Mogdan, CPA, CA

Financial Planning Specialist, RBC Wealth Management Canada


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Alleen Sakarian

Will & Estate Consultant, RBC Wealth Management


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Colin Ardill

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Lesley Donsky, J.D., TEP

Will and Estate Advisor, RBC Royal Trust


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Teresa Anastasopoulos

Risk Assessment Insurance Specialist, RBC Insurance Agency Ltd.


 Chris Machan, CFP, FMA, FCSI

  Financial Planning Consultant
  RBC Wealth Management Services

 

 
Chris graduated with a Business Management – Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).
Prior to joining RBC Dominion Securities, Chris worked as a Banking Officer with a Canadian chartered bank as well as a Financial Advisor with a large wealth management firm. His experience includes providing financial planning services to clients, including credit, investment, retirement planning, tax planning and estate planning advice.

Chris believes financial planning is extremely valuable in helping clients achieve their goals for overall long-term financial well-being. Chris’ role is to work with, and support your advisor in preparing and presenting comprehensive financial plans.

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