Our extended team of wealth management specialists work with our team to provide extra value and services to help our clients achieve their financial and wealth management goals. 

For us, it's important that our team ensures that we provide an exceptional level of service for each and every one of our clients and that we can help them reach every milestone on their financial roadmap.

Our Wealth Management Specialists

Advisor

Steve Mogdan, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Advisor

Connie Freitas, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Advisor

Karen Snowdon-Steacy, TEP

Senior Trust Advisor, RBC Royal Trust


A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Contact our team

Please fill out the form below to contact us. Someone from our team will reach out to you within 24 hours.

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