Wealth Management Specialists

RBC Wealth Management Specialists is a team of highly accredited lawyers, accountants and financial planners, who deliver the highest level of wealth management expertise to high-net-worth individuals, families and businesses.

 

 
Steven Mogdan, CA, CFP
Financial Planner
Steven holds a Bachelor of Business Administration from York University, completed the CICA In-Depth Tax course, and is a Chartered Accountant (CA) and Certified Financial Planner (CFP).  He specializes in Canadian, U.S. and cross-border personal income taxation, and provides planning and preparation services to clients.

 

 
Connie Freitas, BA, LLB
Will and Estate Consultant
Connie holds a BA from the University of Toronto and a Bachelor of Laws from Osgoode Hall. Prior to joining RBC, she spent 18 years as a partner in a full-service law firm. Her areas of expertise are corporate and estate law, and Wills and trusts. Connie works closely with Richard and the rest of the team to structure your estate in an efficient and tax-effective manner.
 
 
 
 
Anna Kubicek, CFP, CLU
Insurance and Estate Planning Specialist
Anna's expertise lies in both personal and corporate insurance solutions. Her goal is to help you increase your net worth, reduce the impact of taxation and secure your wealth through life insurance, annuity and living benefits solutions. She can also ensure your wealth is transferred to your heirs in accordance with your wishes.