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.
Adam Littlejohn, AVA, PFA, TEP
Spécialiste en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Concevoir, créer et préserver – une planification de patrimoine conçue pour vous.
Adam a débuté sa carrière dans le secteur financier en 2009 et a travaillé pour plusieurs des principaux assureurs canadiens. Fort d’une expérience en planification d’assurance, aussi bien pour les particuliers que pour les sociétés, il possède les connaissances voulues pour concevoir des solutions d’assurance qui maximisent les avantages financiers et fiscaux des produits d’assurance.
La philosophie d’Adam découle de son dévouement envers sa propre famille. Il croit fermement que le coût pour se protéger, soi même, ses êtres chers et le patrimoine est insignifiant, et ce, surtout lorsque l’inaction constitue l’autre option qui s’offre à nous. Sachant mettre en œuvre des solutions innovatrices, il vous aidera à protéger ce qui est le plus précieux pour vous. Son engagement envers la formation continue fait en sorte que ses compétences spécialisées demeurent en adéquation avec les désignations les plus reconnues au sein du secteur. Il détient les désignations d’assureur-vie agréé® (AVA), de planificateur financier agréé® (PFA) et de Trust and Estate Practitioner (TEP) de même qu’un baccalauréat ès arts spécialisé en sciences politiques.
Premier Banking & Cross Border Solutions
As a Premier Banking Advisor for Toronto, Sanaz Shams works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Sanaz has extensive experience in the financial industry, working in different advisory roles at RBC branches. She is very knowledgeable and competent when it comes to delivering superior client experience and advice. Sanaz believes that building a mutually respectful and professional relationship with her clients is a fundamental key to succeed in her career and she is known for the care she always show for her clients to strengthen this relationship.
Sanaz holds a Master Degree in Marketing Communications from De La Salle University in Manila, Philippines. She also has a certificate in Financial Services Advice.
Sanaz is passionate about helping people and she is an active member in a charity which is managed by her mom in Iran, her home country. She loves to cook and her hobby is to make her own innovative recipes. Regular exercise and travelling is part of her routine and she recently started learning Violin.