我们的团队

Karena Wang is our dedicated associate who plays an important role in ensuring the smooth operation of our financial services. With a background in retail banking and a keen eye for detail, Karena takes charge of account maintenance and serves as your go-to contact for administrative inquiries.

She collaborates closely with Shuling to guarantee that you receive timely and efficient service, making your experience with us seamless and hassle-free.

Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course. 

As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships. 

Karen is fluent in Mandarin, Cantonese and English. 

Karen’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have. 

Specialized financial planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Karen Feng, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.

Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.

Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.

Membre à part entière de l’équipe, Tracey aide à créer, préserver et faire fructifier le patrimoine de clients en intégrant des solutions fondées sur l’assurance à même des plans financiers exhaustifs.

Spécialisée en planification successorale, Tracey applique des solutions innovatrices et fiscalement avantageuses à divers enjeux de gestion de patrimoine et elle se démarque par ses compétences à simplifier leurs complexités. Son approche sur mesure à la planification d’assurance pour les particuliers et les entreprises aide les clients à atteindre leurs objectifs en gestion de patrimoine de même que leurs objectifs en matière successorale et fiscale.

Ayant débuté sa carrière dans les services financiers en 1994, Tracey est entrée au service de RBC en 2012. Auparavant, elle a passé 13 ans au sein d’un grand assureur vie, où elle proposait son savoir-faire en solutions d’assurance aux conseillers ainsi qu’au marketing de produits. En outre, Tracey a obtenu les titres professionnels de planificatrice financière agréée (CFP) et d’assureuse-vie agréée (AVA).

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 expertise 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 25 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.