BRYAN - Key Persons
Ava has been part of the RBC team for more than 11 years. She started as a bank teller with RBC Royal bank and was eager to start a career path serving clients in Wealth management. Ava has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) offered by the Canadian Securities Institute and works as a licensed Associate, providing best in class administrative support and client service." Outside of her career, she enjoys spending time with her family, and staying active and healthy.
Bob has been in the financial industry for close to three decades, beginning his career in the industry including building a practice as an advisor and then climbing the ranks of senior management. He then joined RBC Dominion Securities in branch management for the past ten years. His extensive experience and commitment to the wealth management process, ensures our clients receive expert advice, a personalized approach and sophisticated solutions they need to build and protect their wealth. He is committed to partnering with successful advisors, ensuring they have the resources necessary to provide outstanding service to their clients and at the same time motivating and directing the branch to excellence. Bob has the internationally recognized CFP designation. Bob's pastime is spending quality time with his family. He enjoys music including playing drums but also appreciates art, racing cars, fitness and travelling.
Job Titles:
- CIM / Investment & Wealth Advisor
- Investment & Wealth Advisor
- Investment and Wealth Advisor With RBC Dominion Securities
As an Investment and Wealth Advisor with RBC Dominion Securities, Brent is dedicated to helping you build not only wealth, but also a better future for you and those you care about. With RBC Dominion Securities since 2014, Brent was previously responsible for the development of RBC Wealth Management's industry leading financial planning and investment tools utilized extensively by advisors across the country. Having a deep understanding of the relationships between financial planning, investments, and human emotion, Brent strives to provide and clearly explain individualized strategies to help simplify your financial affairs. Brent holds a Master's in Business Administration from the Rotman School of Management, is a Chartered Investment Manager and licensed insurance advisor. A firm believer in ongoing education, he is continuously acquiring advanced designations and attending industry conferences to provide you with the latest financial insights and techniques.
As a Will & Estate Consultant, Carol Dalgado provides comprehensive estate planning services to clients.
Carol graduated from the University of Toronto with a Bachelor of Arts degree. She obtained her Bachelor of Laws degree from the University of Western Ontario and went on to obtain her Master of Laws (Trusts) degree from Osgoode Hall Law School. She holds the designation of TEP (Trust and Estate Practitioner) from the Society of Trust and Estate Practitioners (STEP). She is a member of the Law Society of Ontario, the Estate Planning Council (Toronto), the Estate Practitioners' Group and STEP.
Carol has held various roles within the estate and trust industry in which she has provided guidance on estate, trust and incapacity planning, administration and litigation issues. Carol worked in private practice for over ten years before joining RBC Wealth Management in 2015.
Job Titles:
- Vice President and Will & Estate Consultant, RBC Family Office Services
Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.
Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice was varied and covered the areas of corporate/commercial law, real estate, and Wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to Will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Job Titles:
- Branch Operations Manager
Eva Mazhari has worked in the Wealth Management industry for over 10 years, and has been with RBC Dominion Securities since 2020. As Branch Operations Manager, Eva's focus is to build relationships with colleagues and working closely with associates to help them achieve their goals. On a day-to-day basis, she supports the team through high-level administrative tasks, HR, and staff management.
When she's not at work, Eva likes to keep busy with her young son, attending as many of his baseball games as possible.
Job Titles:
- Investment & Wealth Advisor
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA to provide customized estate, trust and incapacity solutions.
Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Manish can help.
Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.
Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients' estate, trust and philanthropic plans
Marlena is a Bachelor of Commerce (Finance) graduate from Concordia University, and a Certified Financial Planner® professional. She also holds a Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) in Canada and is fluently trilingual (English, French and Polish).
Marlena has over 20 years of extensive wealth management experience ranging from being a key note conference speaker, to also being a national TV, print and radio media spokesperson, and managing an RBC branch. She also spent many years in financial advisory roles where she provided technical research, support and wrote articles on complex tax, trusts, estates and retirement matters. Most recently, Marlena has been providing holistic comprehensive wealth planning services to high net and ultra-high net worth business owners, professionals, physicians, and retirees.
Marlena's role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Job Titles:
- Associate
- Branch Director
- CIM
Monica has over 20 years of experience in the financial services working in a variety of sales and sales management roles. She has extensive experience in Fixed Income, Private Equity and Alternative Investments. She joined the branch management team at RBC Dominion Securities in 2023 and is committed to partnering with investment advisors, to ensure they have the tools they need to provide the best experience possible for their clients. Monica lives in Etobicoke with her husband and her boy/girl twins. She enjoys working out, learning about wine and showing her kids the best that Toronto has to offer.
Job Titles:
- Associate
- Investment Representative
Olivvya joined RBC in 2018 and brought her financial industry experience to RBC Dominion Securities two years later. She plays an important role in our team's ability to develop comprehensive wealth management solutions for clients.
Olivvya is a licensed Investment Representative. To serve clients better, she has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME).
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning. Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected. Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.
Job Titles:
- Certified Financial Planner, Associate of the Society of Actuaries
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian
Job Titles:
- Assistant Branch Operations Manager
Samantha joined RBC Dominion Securities in 2022 and ensures smooth operations throughout the branch. She collaborates closely with the cross-functional teams to implement best practices and enhance productivity. She supports everyday tasks in the branch to create a positive client experience.
In her free time, Samantha enjoys going on road trips, trying new food and hiking with her dog.