Extended team

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.

Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.

Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.

Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.

You’re the biggest beneficiary.

Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.

Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”

Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.

As a Will and Estate Advisor for the Central Canada Region, Malvin Seto brings an approach to estate planning centered on understanding and addressing the unique situation of each client. He works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs. A graduate of the Queen’s University Faculty of Law with a Juris Doctor degree, and with legal practice experience in estate litigation, Malvin has continued to deepen his industry knowledge and expertise including as an affiliate member of STEP Canada. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the complex concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Malvin can help craft a tailored estate plan that meets their individual needs. The combination of his professional expertise and his commitment to providing practical solutions make Malvin an invaluable resource for both clients and their financial advisors.

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.