Stephen Erochko, CFP, CIM, CSWP, FCSI

Investment Advisor And Financial Planner

416-699-4832 | Email me
416-699-2420
1-888-283-8512

A long-term (since 2001) resident of The Beaches, Stephen has built his investment advisory practice based on developing local neighborhood relationships. He is intent on keeping his practice friendly, focused, responsive and client-centric.

After graduating with a Bachelor of Mathematics degree from the University of Waterloo in 1993, Stephen spent his early professional years as a technology consultant designing systems for financial institutions. A professional financial planner since 2002, Stephen spent the first 10 years of his career with a major mutual fund company.

Recognizing the limitations of working exclusively in the mutual fund industry, Stephen made the deliberate decision to expand his practice. Joining RBC Dominion Securities Inc. in early 2012, he is now in a position to offer his clients broader and more cost-effective solutions than are available through so many ‘off-the-shelf’ proprietary mutual fund products.

Clearer disclosure, and an ability to offer access to fee-based accounts, is just two of the advantages Stephen is now able to deliver to his clients – most of whom have been with him for over a decade.

Sincere, genuine and gifted in his ability to explain complex financial concepts in a way that is easy to understand, Stephen believes in providing his clients with access to a wide range of financial product options as part of the wealth management planning process.

This collaborative, constructive approach is – Stephen believes – key to his success.

In addition to his professional competencies, Stephen has been a prolific traveler – in 2000 he and his wife Mary Ellen took a year off to backpack around the world – a multi-cultural experience he believes both broadened and deepened his outlook on life.

Stephen lives in The Beach with his wife and their two children. In his spare time Stephen can be spotted in the local soccer leagues, at their neighborhood school, relaxing in a local park, or doing projects around the home.

Carlos Jimenez

Associate

416-699-4405 | Email me

Carlos comes from a business background that includes management and administrative, sales, and customer service roles. Prior to joining RBC, Carlos was a Wealth Operations Officer within TD Wealth Private Trust focusing on PT Fees, Court Passing, and Help Desk Support. Carlos worked alongside Trust Officers, Private Client Service Associates, and different front office partners across Canada in order to ensure Service Level Agreements were met and exceptional “Legendary” quality of service was constantly provided.

It is with this experience and attitude that Carlos joins our team in order to provide our clients with extraordinary customer service and wealth management support.

Carlos studied Finance abroad in South America as well as at Dalhousie University in Nova Scotia. He is fluent in English and Spanish and his interests include (but are not limited to!)  Sports, documentaries, and exploring hidden spots in Ontario.

Extended team


Susannah Musselman, CPA, CA, CMA, CFP
Financial Planning Specialist

A Chartered Accountant and Certified Management Accountant, Susannah graduated with a Bachelor of Arts from the University of Waterloo. Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.

Gerry D’Souza, CLU, ChFC, CFP
Vice President & Estate Planning Specialist

Gerry employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. His focus is on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. Gerry has access to insurance solutions from the top-ranked insurance providers in Canada.

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 Laws degree from Osgoode Hall Law School in 1992. She was called to the Ontario bar in 1994. Prior to joining RBC, Connie practiced law for 18 years. As a partner in a mid-sized full-service law firm, her practice covered corporate/commercial law, real estate, wills, trusts, and estates law.

Celia Ong, B.A. (Accounting Major), PFP
Estate & Trust Advisor

A Personal Financial Planner, Celia has earned a Business Education certificate from Ryerson University, and a degree in Business Administration from Manila’s University of the East. With more than 30 years of financial services experience, Celia helps executors meet their immediate needs, and then works with them to understand the estate settlement as a whole. Her career has been focused almost entirely on client-facing roles, which has equipped her with exceptional relationship-building skills.