Estate Planning
Suzanne Schultz, CPA, CA, CFP, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Suzanne's focus is to protect and enhance family and business wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. Along with professional designations, she has completed the CICA's In-Depth Tax Course. She was featured as an expert on BNN and HGTV's House Poor and has contributed to the Globe and Mail, National Post and co-authored 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your unique financial situation and collaborates with your other professionals to uncover where you might be exposed to excessive taxes and risk. This planning is essential for business owners, professionals, executives and those with charitable goals.
Private bankers
As a Private Banker with RBC Wealth Management, Private Banking, Shannon provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Halton, Shannon works with a select number of clients across the GTA to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.
Shannon offers an extensive background in client relationship to her role as Private Banker. She draws on over 20 years of experience within RBC, consisting of a wide range of Wealth Management and Commercial Banking backgrounds.
A graduate of Dalhousie University Rowe School of Business, MBA and a graduate of Ontario College of Art, Shannon has continued to deepen her knowledge and expertise with key industry designations such as Personal Financial Planner and Canadian Securities Course credentials from Canadian Securities Institute.
Away from the office, Shannon lives in Oakville, enjoys cycling with her family, spending time outdoors with her dogs, gardening and travelling.
Ritu Narayan brings 19 years of experience with RBC’s Canadian and international wealth management business to her role as Private Banker. She is responsible for providing comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Oakville, Burlington and the Greater Toronto Area.
Prior to joining RBC Wealth Management, Private Banking, Ms. Narayan served in two previous roles as a Private Banker for ultra-high-net-worth individuals, families and family offices in the United States, Europe and the Middle East, and as Director Immigrant Investor Program, in which she established and managed relationships with a select group of international ultra-high-net-worth families immigrating to Canada.
Now in her role as Private Banker, she works to deliver seamless, unparalleled banking and financial solutions for clients with often-complex banking and credit needs. As needed, she partners with specialists from across RBC and externally to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, domestic and international trust services.
Ms. Narayan has a Masters in Business Administration (MBA) from the University of Leicester and earned her Personal Financial Planner (PFP) designation. She has two adult daughters, and when not in the office can be found practicing yoga, reading or travelling. Passionate about community involvement, she received an Ontario Volunteer Service Award in 2010 for her years of continuous commitment and dedicated service.
Group Advantage Consultants
Felita Ranalli has 15 years of experience with RBC, including 6 years in Branch Leadership. 6 years in Business Markets Relationship, 3 years in Personal Banking. Felita brings the expertise required to provide specialized financial and retirement planning advise to sponsors and members. She is key coordinator and reference point, collaborating with RBC advisors and partners to deliver a highly differentiated company and client experience.