Meet the Team

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

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.

As a premier banking advisor for the greater Toronto area, Nasim Makvand works as the single point of contact for all day to day banking and credit solutions for select Dominion Securities clients and their families. Partnering closely with Investment Advisors across the region, she provides personalized service and tailored advice to effectively manage client's day to day banking and credit inquiries.

With over 6 years' experience in the financial industry and over 5 years with RBC working as client advisor and banking advisor Nasim is very knowledgeable and competent when it comes to delivering superior client experience and advise, which made her highly respected and recommended both with clients and peers. Clients appreciate her prompt and accurate response to their inquiries, her genuine care and timely response and follow up as well as her simplified solutions.

As a mother of a baby girl, she is committed to supporting women and girls growth and education and supporting Girls Plan Canada by sponsoring girl's education in developing countries.

Nasim moved to Canada in 2012 and built her family here along with her career in RBC and in her spare time she is enjoying spending time with her family and most of all her 3 year old daughter.

Defining Wealth, Your Way

What does wealth mean to you? The word "wealth" evokes different sentiment for everyone. I work with your advisor to learn what wealth means to you. I take the time to understand your story. My personalized process involves asking the necessary questions, analyzing your situation, and applying my expertise. These steps ensure your personal financial objectives always guide my recommendations. Appreciating how you want to create, preserve, and transfer your wealth allows me to design solutions that define wealth – your way.

My commitment to ongoing education ensures my skills and expertise are among the most regarded in the industry. I hold the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. In addition, I am currently pursuing the Trust and Estate Practitioner (TEP) designation.