Anna Kubicek, CLU
Insurance & Estate Planning Specialist
Anna Kubicek is a valuable member of Charlie's team, helping you create and preserve your wealth. Anna began her career in the insurance industry in 1996.
Anna can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions; Anna evaluates various insurance offerings from Canada's top-ranked insurance providers.
Connie Freitas, BA, LL.B
Will and Estate Consultant
Connie obtained her Bachelor of Arts degree from the University of Toronto and her Bachelor of Laws degree from Osgoode Hall Law School. Prior to joining RBC she practised law for 18 years as a partner in a mid-sized full service law firm. Her areas of expertise are corporate law, wills, trusts and estate law. Connie works closely with me to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Steven Mogdan, CA, CFP
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.
As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Steven's role as a Financial Planning Specialist is to work with, and support Charlie's clients in preparing and presenting comprehensive financial planning solutions.
Nancy has been in the Financial Services industry for over 30 years. She is currently a Financial Advisor at the Bathurst and Glencairn RBC Branch and has ranked as one of RBC's top advisors in GTA.
She has her Mutual Funds license and is currently enrolled in the industry recognized Financial Planning course. She helps her clients with a wide range of personal and business banking products as well an investment and credit products. Nancy always puts her clients' needs first and her clients recommend her to their family and friends.
Contact her for any of your banking needs at 416-781-3875 or firstname.lastname@example.org