Our RBC partners

As a Premier Banking Advisor, Cherry provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Cherry works as a single point of contact and partners with Investment Advisors and Counsellors across the Greater Toronto Area with Mandarin and Cantonese language needs. She supports RBC Wealth Management's Asian Market in Richmond Hill, North York and Downtown Toronto.

Cherry has been with RBC as a Financial Advisor for 2.5 years and has over 7 years of experience in Banking. Cherry is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients achieving their goals.

She graduated from the University of Waterloo where she obtained her Bachelor of Arts Degree, with a major in Finance Specialization.

Cherry is deeply committed to giving back to her community. She is a committee member of "Glitter" a non-for-profit charity event within Chinese community. In addition, she volunteers at Toronto SickKids Hospital to give children hope for a better life.

Born in Shenzhen, China, Cherry moved here with her parents in 2000 and now lives in Thornhill with her husband and 3 year old daughter. In her spare time, Cherry loves to cook and spend time with her family. As well, she loves yoga and is currently learning to play golf.

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 Professional Accountant (CPA, 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.

Arthur是一名拥有雄厚专业背景的特许会计师（Chartered Accountant）。他在加入 RBC 之前曾在一家四大会计师事务所，以及一家顶级的加拿大人寿保险公司任职。一次切身经历，让他重新思考自己的职业选择，转而投身于财务规划，为客户提供全面的保险规划方案，帮助他们创造、保护及传承财富。财富规划是一项量身定制的服务，而Arthur将为您精心策划。

凭借过往审计上市保险公司的经验，Arthur会用他的专业知识，深入详细地为您诠释会计、税务与财务规划。他将依托他的专业知识，运用对业内独特而深入的见解，与企业主、高净值家庭及其顾问团队合作，提供最适合客户需求的专属保险规划。

Arthur精通英语和普通话，能在两种语言和文化间自由切换。

Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.

Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice 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 Business Owner Specialist, High Net Worth Planning Services, Madison, 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, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.