Our Extended Team

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.

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.

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.

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.

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.

Suzanne Mar brings more than 20 years of financial industry experience and expertise to her role as Private Banker. Based in Toronto, she works with a select group of very high-net-worth clients, their families and their businesses to provide tailored banking, credit and wealth management solutions.

With a graduate degree specializing in entrepreneurial studies and corporate finance, Suzanne's career in financial services has included a variety of relationship management roles, and extensive experience working with business-owners of growth-oriented, technology based companies. With a career strategically focused on founders and investors in the technology sector, she has established a reputation as trusted advisor to some of the most successful tech entrepreneurs in the country.

Suzanne works with her clients to plan and execute integrated wealth management plans. These include leverage strategies, business succession planning, philanthropy and intergenerational wealth transfer. She builds a bespoke team of experts, from within RBC and externally, for each family, which may include tax, financial and estate planning advice as well as investment strategies, corporate finance and risk management planning.

Suzanne is a dedicated mother of two busy daughters in mid-town Toronto. She has a passion for the arts and healthy living. Suzanne's charities of choice focus on women and children in crisis.

As a Private Banker with RBC Wealth Management, Private Banking, Michelle Berry provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Michelle offers an extensive background in client relationship to her role as Private Banker. She draws on 35 years of experience within RBC, consisting of a wide range of roles including Commercial Banking, Small Business, National Office and Retail Banking. In her most recent role as Sr. Commercial Account Manager, Michelle managed a portfolio of complex commercial clients with revenues between $10 Million to $80 Million

By partnering with a group of RBC wealth management experts, Michelle has access to specialists to work collaboratively to provide a complete range of services, including financial planning, business and commercial banking, estate planning, domestic and international trust and Investment Management. When necessary, she will work with her client's other Professional advisors to deliver comprehensive financial solutions.

Based in Richmond Hill, Michelle works with a select number of clients in York and Peel Region to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

A graduate of Durham College, Michelle has continued to deepen her knowledge and expertise with key industry designations such as Personal Financial Planning and Investment Funds in Canada, and Financial Analysis.

Michelle enjoys running, playing sports such as soccer, volunteering and spending time with her 2 grandsons.

Elaine Sequeira brings more than two decades of experience in financial and professional services to her role as Private Banker. She provides comprehensive financial management to high-net-worth individuals and their families, responding to both their personal and business needs.

Throughout her career, Ms. Sequeira has demonstrated a true dedication to her clients, winning RBC's prestigious Leo Award for her superior level of attention to client service.

Whether her clients' needs are basic or sophisticated, Ms. Sequeira is able to tailor a customized financial solution, with flexible short- and long-term credit and lending options. Her extensive network of professional contacts both within and outside RBC can provide strategic direction in investments, corporate and business banking, domestic and offshore trusts, and estate planning.

Originally from Montreal, Ms. Sequeira is a graduate of McGill University. She holds her CA Designation and has achieved her Fellow Chartered Accountant title, the highest level of achievement for a CA in Ontario. She is also a Certified Financial Planner (CFP), allowing her to provide her clients with additional financial planning expertise.

A committed volunteer and is involved in many community activities, Ms. Sequeira is currently the Co-Chair of the Professional Breakfast Committee for the Canadian Women's Foundation. She has run the Marine Corps Marathon in Washington D.C., along with other half marathons, and has been a proud member of the RBC Dragon Boat 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.

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.