Partners

As a Premier Banking Advisor, Amy DiRenzo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors in Hamilton, Brantford, St. Catharines, Niagara Falls and Simcoe and provides personalized service, and tailored advice to effectively and efficiently manage their day-to-day banking needs.

With over 17 years of experience in financial services within RBC, Amy is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients to achieve their goals. She has also been awarded and recognized a top performer.

Amy is deeply committed to giving back to the community. She has volunteered with various charities such as the Ronald McDonald House as well as the Hospital for Sick Children.

Born and raised in Niagara Region, in her spare time, Amy enjoys spending time and travelling with her husband and four year old daughter.

As a Premier Banking Advisor, Heather provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Heather works as a single point of contact and partners with Investment Advisors in Hamilton, Brantford and Niagara regions.

Heather has over 10 years of experience in the financial industry with RBC. She was recently a Financial Advisor out of the Hamilton area for over 6 years and prior to that she was a banking advisor for 4 years. Heather strives on delivering great client service and is highly respected by her clients and peers. Her passion is in assisting her clients to achieve their goals and has been recognized as a Top Performer with RBC over the past several years with that focus in mind.

She graduated with a Diploma in Police Foundation at Mohawk College and took that passion of always wanting to help by being deeply committed to give back to her community supporting fundraising & volunteer initiatives that include Local Hospice, Ronald McDonald House, and the McMaster Walk & Wheel event.

Heather was born in Hamilton, has 4 small children, and in her spare time you will find her either at a hockey arena with one of her children or on the golf course.

Michael Huitema joined RBC in 2005 and brings extensive financial service knowledge to his private banking clients. He provides tailored wealth management solutions to business owners, executives and high net worth families in the Niagara Peninsula.

Mr. Huitema's career with RBC includes experience in retail banking, branch management and most recently commercial banking. In every role he has maintained a client-centric focus and worked in conjunction with clients other advisors to provide customized advice and strategies.

As a Private Banker Mr. Huitema and his team are focused on building long-term relationships based on sound advice, confidentiality, integrity and trust. Clients value his previous experience working in commercial banking due to his understanding of cash flow and ability to structure complex credit. He partners with other RBC experts in Canada and internationally to deliver customized solutions for all of his client's needs. Through this approach, clients benefit from tailored packages that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures.

To ensure personalized and prompt service, Mr. Huitema works with a limited number of clients. This focused approach allows him to spend more time simplifying his clients' lives, working when necessary with his other professional advisors to deliver comprehensive, integrated financial solutions.

Mr. Huitema is a Personal Financial Planner and holds a Bachelor of Business Administration, Finance Concentration and a Masters of Business Administration from Brock University. Outside the office Mr. Huitema keeps busy as a Rotarian and volunteering at other community events. He also enjoys spending time at the cottage and skiing with his wife and kids.

As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.

Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.

Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.

An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 14 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication to client service, serves her well when dealing with the complexities of estate settlement.

Shannon understands that the role of executor is a difficult one with sometimes overwhelming responsibilities. She takes the time to make sure that clients are aware of the complete range of estate and trust resources offered by RBC.

Focused on executor services, she helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity like helping with specific tasks, or in a more comprehensive manner like carrying out the entire estate settlement process on their behalf

A graduate of Sheridan College with an advanced diploma in Business Administration – Finance, and a graduate certificate in financial planning, Shannon has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planning (CFP), MTI Estate and Trust Professional, and Trust and Estate Practitioner (TEP).

As a highly skilled Estate and Trust Advisor, Shannon can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust throughout Canada. She can also provide tailored solutions to help clients carry out their many executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.

As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.

Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.

Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.

After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.

Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.

Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.