Wills and Estates Consultant
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.
Steve Mogdan, CPA, CA, CFP
Financial Planning Specialist
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Accountant (CA) and Certified financial Planner (CFP).
During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.
Anna Constantino, CFP,CLU
Estate Planning Specialist
Anna employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, she works with your other professional advisors in the development of appropriate solutions.
Anna is a valuable member of Carlo's wealth management team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. She 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.
J. Mark Skeggs, CPA, CA, CFP, TEP
Business Owner Specialist High Net Worth Planning Services
As a Business Owner Specialist, Mark partners with Carlo to explore tax, estate, succession and retirement planning issues you encounter 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 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, 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 Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course.
Peter Kardassopoulos, PFP
Associate Estate Planning Specialist
As a trusted partner of Carlo's advisor team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Most recently partnered in a practice with leading Canadian insurer, Peter joined RBC in 2017. He has spent over 20 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and hold the Professional Financial Planner (PFP) designation.