Connie Freitas, B.A., LL.B.
Will & Estate Consultant
Connie obtained a Bachelor of Arts degree from the University of Toronto in 1989 and a Bachelor of Law degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994. Prior to joining RBC Connie practised law at a mid-sized firm for 18 years, focusing on the areas of corporate/ commercial law, real estate, wills, trusts and estate law.
Connie works closely with The Storino Wealth Management Group to ensure the clients wills are in order and that their estate is structured in an efficient and tax-effective manner.
J. Mark Skeggs, CPA, CA, CFP, TEP
Business Owner Specialist
As a Business Owner Specialist, Mark works to explore tax. estate, succession and retirement planning issues you may 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 Ultra 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. Mark has served as Chair of the Board of Evaluators for the Institute of Chartered Accountants of Ontario and Treasurer for the Boys and Girls Clubs of Ontario. He obtained his Bachelor of Commerce (Hons.) from Queen's University.
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.