RBC Private Banking
As a Private Banker with RBC Wealth Management, Breanne provides comprehensive wealth management and financing strategies to high-net-worth individuals, business owners, professionals and their families.
Breanne has over 10 years of experience in financial services, in various roles related to Wealth Management, Financial Planning, and Personal and Business banking and lending. She has a deep understanding of complex client needs and business acumen, and expertise in the successful integration of various financial services into a customer-centric strategy. She draws on her extensive experience to advise on a number of issues that affect clients, including day-to-day banking, lending and wealth management. As needed, she partners with talented specialists from across RBC to provide a complete range of complimentary services, including financial planning, estate and tax planning, business owner planning and investment management.
To ensure personalized service and attention to detail, Breanne and her team work with a relatively small number of clients. This approach helps the team simplify their client's lives, while delivering responsive integrated financial solutions.
Breanne is an avid motorcyclist and artist, and enjoys a variety of outdoor activities with her husband, step-son and two dogs.
Breanne holds a Certified Financial Planner (CFP®) designation, Mutual Funds License, MSc in Mathematics from Wilfrid Laurier University, and BSc in Mathematics and Fine Arts and BEd from Nipissing University
RBC Premier Banking
As a Premier Banking Advisor, Nancy Sirkka provides banking and credit solutions to select high net worth individuals and their families. Partnering with Investment Advisors in Sudbury and Northern Ontario to provide personalized service and tailored advice, to help clients efficiently and effectively manage their day-to day banking needs.
With over 30 years in the financial industry with RBC, Nancy is well respected by both her clients and peers alike. Prior to her current role, Nancy held various roles at RBC, giving her a wide scope of knowledge in banking advice. She draws on 20 years of experience within RBC as a Banking Advisor and Financial Advisor in retail banking which she received several awards and designations.
Nancy is very focused on delivering the ultimate client experience for her clients and building long term valued relationships.
Nancy was born and raised in Sudbury where she now lives with her two daughters. She volunteers for several activities and for different foundations in partnership with RBC.
Financial Planning Specialist
Doreen Costantini, CIM
Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.
Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Estate Planning Specialist
It's yours. It is your life, your family, your business, your legacy. With that in mind, Annett's core belief is to "Appreciate the little things in life." This allows her to connect to what matters most for each client and their unique situation.
Collaborating with client's trusted advisors, Annett works with affluent families, professionals and business owners to implement tax efficient strategies that help to achieve their wealth management objectives. Her ability to simplify the complexity of these solutions bring clients understanding and peace of mind that the recommendations will help them achieve their goals.
For over 20 years, Annett has specialized in estate planning within the financial industry, where her reputation of working relentlessly and endlessly on behalf of clients has made her a sought after advisor. Her natural ability to build trust and earn respect is part of the personal warmth she brings to her work. After all, it is your life, your family, your business, your legacy.
Will & Estate Planning
Kevin obtained both a Bachelor of Arts and a Bachelor of Laws degree from the University of Western Ontario. He was called to the bar in 1989 and is a member in good standing of the Law Society of Ontario.
Prior to joining RBC Wealth Management Services, Kevin worked in private practice in downtown Toronto for many years, principally in the areas of Will and estate planning, estate administration, as well as real estate. His clients included both individuals and financial institutions. In addition to assisting individual clients with drafting Wills and powers of attorney, and estate administration, he also acted for trust companies appointed as estate trustee.
Royal Trust
As a Will and Estate Advisor for the Central Canada Region, Malvin Seto brings an approach to estate planning centered on understanding and addressing the unique situation of each client. He works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs. A graduate of the Queen’s University Faculty of Law with a Juris Doctor degree, and with legal practice experience in estate litigation, Malvin has continued to deepen his industry knowledge and expertise including as an affiliate member of STEP Canada. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the complex concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Malvin can help craft a tailored estate plan that meets their individual needs. The combination of his professional expertise and his commitment to providing practical solutions make Malvin an invaluable resource for both clients and their financial advisors