As a Senior Trust Advisor, Carol Dalgado is responsible for managing a complex book of accounts, and serves clients throughout the Toronto area. Carol works with individuals and families 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 assisting with the administration of assets subject to a court order, Carol can help.
Carol graduated from the University of Toronto with a Bachelor of Arts degree. She obtained her Bachelor of Laws degree from the University of Western Ontario and went on to attain her Master of Laws (Trusts) degree from Osgoode Hall Law School. She holds the designation of TEP (Trusts and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). She is a member of STEP, the Estate Planning Council (Toronto) and the Estates Practitioners’ Group.
Carol joined the financial services industry after having been in private practice for over 10 years where her primary focus was in the estate, trust and incapacity areas.
Carol has held various roles within the estate and trust industry in which she has provided advice on estate, trust and incapacity planning, administration, and litigation issues.
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.
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a Big 4 public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is currently pursuing her Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) Canada.
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Business Owner Specialist, High Net Worth Planning Services, Mark, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face 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, Chartered Life Underwriter and a Trust and Estate Practitioner. He has completed the Society of Trust and Estate Practitioners Advance Certificate in Family Business Advising, all three levels of the CPA Canada In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark is currently a member of the Gift Planning Advisory Committee for Queen’s University. He has also served as Chair of the Board of Evaluators for CPA Ontario, Vice President and Treasurer for the Boys and Girls Clubs of Ontario and was the Ontario representative for the International Qualifications Appraisal Board of CPA Canada. In recognition of his outstanding contributions to the community, Mark was selected as a recipient of the RBC Global Citizen Award in 2019. He obtained his Bachelor of Commerce (Hons.) from Queen’s University.