Meet the 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.

As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.

Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.

Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

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.

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

As a Premier Banking Advisor for the greater Toronto area, Paul Silverston works as a single point of contact providing banking and credit solutions for select clients of Dominion Securities and their families. Partnering with Investment Advisors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day-today banking and credit solutions.

With over 10 years' experience in banking, Paul's experience, his excellent customer service skills and great sense of humor has made him an indispensable member of the banking community. Prior to his current role. He worked as a Banking Advisor at an RBC branch where he learned key skills in order to achieve a high level of client satisfaction.

Paul was born and Raised in North York Ontario. He is the youngest of four siblings and the proud uncle of three nephews. Paul is known to his family and friends as the go to guy for all technology matters. In his free time Paul likes to spend time with his family, watch documentaries and take nice long walks with his Wife.