My Extended Team
Estate Planning Specialist
As a trusted partner, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning. Most recently partnered in a practice with a leading Canadian insurer, Peter joined RBC in 2017. He has spent over 20 years in the financial services industry primarily focused on helping clients fulfil 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.
Will & Estate Consultant
Prior to joining RBC, Connie practiced 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.
Business Owner Specialist
Mark partners with your advisor to explore the tax, estate, succession and retirement planning issues you encounter as a business owner. Prior to joining RBC, Mark spent over 14 years in the Private Company Services tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for Ultra High Net Worth families, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes. Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, and a Trust and Estate Practitioner