J. Mark Skeggs, CPA, CA, CFP, TEP Business Owner Specialist High Net Worth Planning Services

As a Business Owner Specialist, Mark partners with Karen 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.

Steven Mogdan, CA, CFP Financial Planning Specialist

As a Financial Planning Specialist, Steven works with Karen in preparing and presenting comprehensive and customized financial planning and tax solutions.

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. He has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

Steven completed his Bachelor of Business Administration at YorkUniversity 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).

Connie Freitas, BA, LLB Will & Estate Consultant

Connie will meet with you to review your will and powers of attorney and also discuss structuring the succession of their estate in an efficient and tax-effective manner.

Prior to joining RBC, Connie advised her clients on a broad range of business and personal needs, from purchases and sales of businesses, to wills and estate planning and corporate reorganizations.

Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Laws degree from OsgoodeHallLawSchool in 1992. She was called to the Ontario bar in 1994.

Anna Costantino,  CLU, CFP Estate Planning Specialist

Anna partners with Karen to provide tax-efficient, insurance-based strategies to enhance and protect your financial well-being. 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 assist you in structuring your insurance contracts to 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.

 

 

Kamla Doodnauth, Estate and Trust Advisor

Kamla Doodnauth brings more than two decades of financial services experience to her role as Estate and Trust Advisor in Toronto. Kamla can provide customized solutions to help individuals carry out executor duties and can help expedite the settlement process and maximize the estate's value through knowledgeable handling if estate and tax issues. She will discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered though RBC Estate and Trust Services throughout Canada. Kamla works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations.