Stephen Wiffen

Estate Planning Specialist

Stephen Wiffen is a valuable member of your IA’s team, helping you create and preserve your wealth.

Steve 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. For more complicated situations, Steve will partner with your other professional advisors in the development of appropriate solutions.

Steve can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Steve has access to insurance solutions from the top-ranked insurance providers in Canada.

Steve began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.

To schedule a meeting with Stephen Wiffen, please contact your advisor.
 

Suzanne Schultz

Estate Planning Specialist

Suzanne Schultz is a valuable member of your IA’s team, helping you create and preserve your wealth.

Suzanne 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. For more complicated situations, Suzanne will partner with your other professional advisors in the development of appropriate solutions.

Suzanne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Suzanne has access to insurance solutions from the top-ranked insurance providers in Canada.

Suzanne is both a Chartered Accountant and Certified Financial Planner who has been working in the finance industry for the last ten years.

To schedule a meeting with Suzanne Schultz, please contact your advisor.
 

Shannon Row-Ewing

Will & Estate Consultant, Wealth Management Services

Shannon worked in private practice for ten years before joining RBC in 2010. She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society. Shannon lives in Woodstock, Ontario with her husband and three kids.

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Shannon, a Will & Estate Consultant.

Shannon works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Shannon Row-Ewing, please contact your advisor.