- Optimize your business
- Business planning
- Business owners guide
- Simplify complex financial affairs
- Wealth management process
- Family wealth management guide
- Create your family legacy
- Creating a tax-smart estate plan
- Taking over Power of Attorney for a loved one
- Estate and wealth protection
- Estate planning guide
- Family inventory checklist
- Settling an estate
- Live well in retirement
- Enhancing your retirement income
- Retirement planning
- Retirement checklist
One of our hallmarks as Canada’s leading full–service investment firm is the expert guidance and personalized attention you receive from your team. A highly trained and dedicated group of professionals. They are fully committed to understanding your needs and helping you achieve your financial goals. That's why, as a group, we have gained the trust of more clients, and guide more investment assets, than advisors at any other full–service investment firm in Canada.
Our RBC Wealth Management Services Team
The RBC Wealth Management Services Team works with Tushar to provide strategies to help reduce taxes, plan for retirement and protect your legacy.
From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps you create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.
Thomas Seah, CLU
Vice President & Estate Planning Specialist
Thomas Seah is a valuable member of your advisor's team, helping you create and preserve your wealth. Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has acquired the Chartered Life Underwriter designation. Thomas works closely with Tushar and employs a comprehensive process to assess the wealth management needs of Tushar's clients and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with Tushar in the development of appropriate solutions.
Thomas can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada's top-ranked insurance providers.
Suzanne Schultz, CA, CFP
Estate Planning Specialist
Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. As an Estate Planning Specialist, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business owners, highly taxed investors, affluent families and other clients. Suzanne works closely with Tushar to work on a comprehensive solution for each individual situation.
Suzanne is the co-author of 78 Tax Tips for Canadians for Dummies, host of the HGTV series House Poor and has been a regular guest on BNN. She has written articles and contributed towards publications for the Globe and Mail, National Post, Toronto Star and Hamilton Spectator.
Suzanne's areas of expertise include the use of insurance for personal and corporate tax planning, wealth preservation, financial planning, estate planning (including U.S. estate tax) and charitable giving.
Grant Henri, CFP, PFP, Pl. Fin., TEP
High Net Worth Financial Planning Specialist
Grant holds three financial planning designations, a Specialist designation from the Trust Institute, and is working towards his TEP designation with the Society of Trust and Estate Practitioners. Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada as a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto. Over the last three years, Grant has been providing support on tax, legal, estate and retirement planning strategies with us at RBC Dominion Securities. He has also written several articles on these subjects which are part of our firms library of financial planning content available to you.
Rebecca Henri, CFP, TEP
Financial Planning Specialist
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
Rebecca works extensively with Tushar's high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies. At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.
Catherine Nichols, LL.B, TEP
Will & Estate Consultant
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.
Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC Dominion Securities.
She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.
Mobile Mortgage Specialist
Royal Bank of Canada
Krishna works extremely hard on getting Tushar's clients the best rates possible for all their mortgage needs. She is committed to the client needs and will make sure the current rates will be very competitive to the market conditions.
She works with clients on residential mortgages and investment properties. Along with this she provides help for refinancing solutions and mortgage renewals.