Anna began her career in the insurance industry in 1996 working with one of the largest financial planning companies in Canada and joined RBC in 2009.
Attending the University of Manitoba, Anna completed her Bachelor’s degree in Commerce. In her ongoing commitment to professional development and education, she earned her Certified Financial Planner (CFP) designation in 2002 and the Chartered Life Underwriter (CLU) designation in 2012. Additionally, Anna is a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.
Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994.
Prior to joining RBC, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practise 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.
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.
As a Premier Banking Advisor for Toronto, Ari Steriotis 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 Investment Counsellors across the Toronto region, he provides personalized service and tailored advice to help clients efficiently and effectively manage their day-to-day banking needs.
With over 5 years of experience in financial services, Ari has become a respected member of the banking community. Prior to his current role, he worked as a Banking Advisor at an RBC branch. There, he developed a dedicated approach to advice, simplifying clients' financial matters and exceeding their needs.
Ari was born and raised in Toronto and has a deep passion for educating his friends, family, and, most importantly, clients on the importance of financial health. Along with his Investment Funds in Canada certification, Ari also holds an Honours Bachelor degree from Brock University. Ari's hobbies include reading up on all things finance and staying active with friends.