As a Premier Banking Advisor for the Windsor, Sarnia, Chatham area, Chantal Chen works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 17 years of experience in the financial services industry and 12 years with RBC, Chantal is respected by her clients, her peers in the industry, and has enjoyed success in several different roles. Prior to this role, she worked as Branch Manager, Manager Credit Adjudication Central Canada and as a Senior Account Manager Business Markets.
Committed to giving back to her community, Chantal has volunteered as part of the Board of Directors for the Sarnia Lambton Chamber of Commerce. She also participated in the Weekend to End Women's Cancer where she raised over $2,000 and walked 60 kilometers in 2 days.
Born in Burlington, Ontario, and raised in London, Ontario, Chantal has many connections to the Southern Ontario market. She currently resides in the Sarnia area and when she isn't hard at work for her clients, you'll find her paddleboarding on one of Canada's beautiful Great Lakes, or riding a motorcycle. She is an avid traveler and cultural explorer.
Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.
Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.
Susan works with individuals, families and businesses 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, Susan can help.
With more than 20 years of industry experience, Susan 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. Susan understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
Murray Shapiro, BA, LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.
Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.
Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.
Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.
Grant Henri, CFP, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
Rick Squires, CLU, CH.F.C., TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
The power of what we do.
“I wasn’t long in my career before I delivered a cheque from a policy I’d consulted on. My colleagues told me that once I did that, I would understand why I was in this business. They were right.”
Thirty-five years later, Rick does what he does because he has witnessed the power of properly structured estate planning solutions to ensure one’s legacy and change the lives of others.
Unsurprisingly, Rick has accumulated a great deal of estate planning knowledge. But the most important thing he brings is experience. That’s the difference he and Associate Estate Planning Specialist Lynn Prudom offer as a team: a deep ability to support advisors and their clients that can only come from more than 35 years of working with clients in almost every situation.
Joanne is your Risk Assessment Insurance Specialist with 18 years of industry experience. From claims to high net worth account manager, Joanne has seen it all.
A hockey mom of two, Joanne brings the same intensity to servicing clients. With her experience, she understands the importance of taking care of you each step of the way. She’s seen the value her advice can offer, delivering the peace of mind that comes with helping you protect what matters most.
Joanne has a diploma in Radio Broadcasting and has her Canadian Accredited Insurance Broker designation. She is currently working on her Chartered Insurance Professional designation.
Having been in the industry since 2002, Jackie joined RBC Insurance as a Group Benefits Specialist in 2018. She focuses on providing employee benefit solutions to businesses of all sizes.
Starting in customer service, Jackie later transitioned into sales, bringing her customer-focused approach with her. She believes in plan sustainability and trusts that a well-designed benefit plan plays an important role in the ability to attract and retain talent. As such, she is committed to helping her clients design and implement those high-quality plans that are associated with outstanding workplaces and employee loyalty.
A licensed insurance agent, Jackie holds a Certified Health Specialist (CHS) designation and is currently pursuing her Group Benefits Specialist (GBS) designation.