Will 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.
Estate Planning Specialist
Working closely with Jason, Anna employs a comprehensive process to assess you 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 Jason'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.
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.