RBC Wealth Management Services Team
The RBC Wealth Management Services team works with your Investment Advisor to provide strategies to help reduce taxes, plan for retirement and protect your legacy.
With over 150 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps your Investment Advisor provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps you create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
Adam Littlejohn, CFP, CLU, TEP
Estate Planning Specialist
Adam began his career in the financial services industry in 2009 and has worked for several major Canadian insurers. With experience in both personal and corporate insurance planning, Adam joined RBC in 2013 and has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products.
Adam’s philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and your legacy is insignificant when faced with the alternative — inaction. Having the ability to apply innovative solutions, Adam will help to protect your most valued needs.
Pursuing ongoing education ensures that Adam’s skills and expertise align with the industry’s most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A. in Political Science.
Steven Mogdan, 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.
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, your advisor in preparing and presenting comprehensive financial planning solutions.
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 Steven Mogdan, 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 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.
To schedule a meeting with Steven Mogdan, please contact your advisor.
Connie Freitas, B.A., LL.B
Will & Estate 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.
Peter Mulrooney, B. Comm., MBA, PFP, STI
Peter provides tailored banking solutions to business owners, wealthy families, executives and professionals based on a deep understanding of their personal needs and circumstances. In addition to top-quality banking and credit solutions, Peter connects his clients with specialists in discretionary and non-discretionary investing, estate planning, trust structures and more through his strong ties with RBC partners in Canada and around the world.
Peter began his career in the financial industry in 1992 after graduating from Memorial University with a Bachelor of Commerce degree. His experience includes personal and commercial banking, financial planning, finance, and sales strategy. Peter holds a Master of Business Administration degree from Dalhousie University, Specialist – Trust Institute Diploma (STI), and is an accredited Personal Financial Planner (PFP).