Partners
Ted Chan, B.Com., CFP, CLU, CIM, FCSI, TEP
Financial Planning Specialist, RBC Family Office Services
Ted prepares comprehensive Personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning.
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
Ted believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
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.
Andrew Sipes, AVA, PFA
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Andrew est un passionné de l’assurance. Ce ne sont pas les produits qui l’intéressent, mais plutôt l’opportunité d’apprendre à vous connaître, vous, votre famille et votre vie dans son ensemble, et comment l’assurance pourrait vous aider à atteindre vos objectifs les plus chers. Cela explique bien l’objectif fondamental que poursuit Andrew : se concentrer sur les gens et leur fournir la solution optimale pour leur situation unique.
Andrew est essentiellement un éducateur. Il dit, « Si je n’avais pas choisi les assurances, je serais probablement un enseignant. En tant que spécialiste en planification successorale, mon rôle consiste à éduquer les clients sur quels produits conviennent à quelles situations, et comment faire pour qu’ils fonctionnent pour nous. Il ne s’agit pas d’une question de vente. Il s’agit d’aider les gens à découvrir une solution d’assurance qui leur convient, s’il en est une. C’est toujours une question de gens, et non de produits. »
Andrew est spécialiste en planification successorale depuis 1993. Il habite à Toronto en compagnie de sa femme, de sa fille et de leur chien. Il a été un boxeur amateur jusqu’en 1992 et champion des mi-lourds de l’Ontario. Il s’adonne maintenant passionnément au squash et à la pêche.
Jacqueline Calleja
Premier Banking Advisor, RBC Royal Bank
A dedicated and passionate Advisor, Jacqueline has acquired an enhanced comprehension of financial products through her 13 years of experience in the Financial Industry. Jacqueline has developed a strong understanding on establishing effective relationships with high net worth clients, key advisors and internal partners to her position as Premier Banking Advisor at RBC Wealth Management.
Jacqueline joined RBC Wealth management as a Financial Advisor. She is responsible for delivering customized banking solutions from an exclusive Private Banking suite for clients and their households which are tailored specific to each individual need. Connecting with clients is a core strength; has ability to pivot based on clients comfort level with digital platforms.
Consistently and diligently connecting through digital enablement she has a proven capability in providing exceptional relationship management with enhanced level of service and has proven to be of great value to the RBC Wealth Management team.
Prior to joining Royal Bank of Canada, Jacqueline's career began in banking at a major financial institution providing high-level ongoing support to Managing Directors, Principal Financial Advisors, Senior Associates while maintaining client relationships in the Private Wealth sector. Jacqueline also possesses a Bachelor of Arts in Social Science/B Comm, graduating from York University and a Specialized Business Diploma from Seneca College. She also holds professional designations; Personal Financial Services Advice and Applied Financial Planning.
Naturally competitive, Jacqueline enjoys being active by playing Soccer, Golf and Softball. As a high energy enthusiast she enjoys Art, Theater and all things creative. She is inspired by her two young children and enjoys bringing them on adventures and discovering new things. Having lived abroad, she frequently travels and enjoys learning/experiencing new cultures.
Margaret Caponio
Premier Banking Advisor, RBC Royal Bank
Margaret as a Premier Banking Advisor will be providing customized advice to high-net-worth clients for their unique banking and credit needs. She is focused on building enduring relationships with clients and their families, while ensuring all aspects of their financial needs are addressed through the full range of comprehensive solutions available at RBC.
As an Advisor, Margaret works as a single point of contact providing personalized service and tailored advice to help save time and effectively manage day-to-day banking and credit needs for select clients of Wealth Management Canada.
Margaret brings 34 years of experience under her belt in the Financial Services Industry. Her focus on outstanding customer service and client care is what builds that strong connection and successful relationships with high net worth clients.
Highly respected by her industry peers and clients alike, Margaret has continued delivering holistic advice and helped clients reach their financial goals. Prior to her current role, Margaret has worked as a Personal Banker and a Financial Planning Associate. She has proven that collaboration along with her business growth mindset is a great asset to RBC Premier Banking and RBC Wealth Management Canada.
Margaret believes in giving back to the community. She is a strong supporter of JDRF Canada and Run for Vaughan. She fundraises each year and is a strong advocate for both causes.