Our Partners

As a premier banking advisor for the greater Toronto area, Nasim Makvand works as the single point of contact for all day to day banking and credit solutions for select Dominion Securities clients and their families. Partnering closely with Investment Advisors across the region, she provides personalized service and tailored advice to effectively manage client's day to day banking and credit inquiries.

With over 6 years' experience in the financial industry and over 5 years with RBC working as client advisor and banking advisor Nasim is very knowledgeable and competent when it comes to delivering superior client experience and advise, which made her highly respected and recommended both with clients and peers. Clients appreciate her prompt and accurate response to their inquiries, her genuine care and timely response and follow up as well as her simplified solutions.

As a mother of a baby girl, she is committed to supporting women and girls growth and education and supporting Girls Plan Canada by sponsoring girl's education in developing countries.

Nasim moved to Canada in 2012 and built her family here along with her career in RBC and in her spare time she is enjoying spending time with her family and most of all her 3 year old daughter.

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.

A former tax lawyer with over 25 years of experience in the insurance industry, Joel brings a unique perspective to the estate planning needs of his clients. Joel works closely with you and your team of professional advisors to develop and implement tax-efficient strategies to help you achieve your wealth management goals.

Joel received his BA (Economics) from Brandeis University, his LL.B from the University of Toronto and LL.M in Tax Law from Osgoode Hall Law School. He is a Chartered Life Underwriter (CLU) and a member of the Society of Trust and Estate Practitioners (TEP). Joel is a frequent speaker at industry and professional conferences. His articles have appeared in numerous publications including the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of the leading text on tax planning with life insurance, Canadian Taxation of Life Insurance.