Chris Roberts brings over 11 years of experience in the financial services sector to his role as a Private Banker, where he provides customized wealth management advice and solutions to families in the Greater Toronto Area.
His previous experience includes advising small, medium and large size businesses on their banking and financing arrangements, as well as working with business owners on their personal financial needs and business succession planning. He drives value for his clients by working collaboratively with them to ensure he has an in-depth understanding of their unique situations and focusing on what is most important to them.
As a Private Banker, Chris works as part of a dedicated team, along with a Private Banking Associate and a Manager, Credit Structures, to bring the full range of RBC’s wealth management capabilities to his clients. Through this team approach, an attentive and professional value proposition is provided, customizable to the unique needs of wealthy clients. Chris’s focus is on building meaningful relationships and providing long-term integrated solutions to help clients achieve their goals. These solutions can include wealth management planning, estate planning, customized credit structures, and business owner planning.
Chris holds a Master of Business Administration (MBA) degree from the University of Toronto, and a Bachelor of Commerce degree from Memorial University of Newfoundland. He has also completed the Canadian Securities Course, and the Investment Funds in Canada course. He is married and enjoys spending time with family, traveling, as well as playing and watching sports.
Christopher O’Toole, BA, CLU, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
I don’t accept ‘good enough’ and love a challenge – so I partner with clients to provide creative solutions that help them meet their evolving estate planning and insurance needs.
For Chris, trust is everything. He recognizes that trust can only be established once it has been built and requires him to excel personally and professionally. He’s made a career of building strong relationships by ensuring he never takes anything for granted and always delivers on his promises. Chris provides first-class service by consistently bringing product knowledge, informed support, and most importantly, new ideas to address your unique needs.
Having joined the financial industry in 2001, Chris spent many years working for one of Canada’s most prominent life insurance companies. Seeking to improve and maintain his professional knowledge, Chris has earned the Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Elder Planning Counselor (EPC®) designations.
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 specialized 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 30 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.