Our RBC Partners

For nearly 40 years, Steve has helped families and business owners develop a framework applying integrated wealth planning solutions. Both clients and their advisors trust in his extensive experience utilizing a values-based approach to develop solutions centered around their needs. His approach to insurance planning differs from others and recognizes each individual's unique situation.

Focused on planning and educating clients about their options, they are informed and empowered to make decisions best suited to their wealth management goals. Steve then takes the time to evaluate offerings from Canada's top insurance providers while partnering with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.

Whether providing protection during income earning and business building years, preserving capital or transferring accumulated wealth, Steve is there to implement solutions that address your needs in a tax-efficient manner.

Working directly with you, your HR department or your payroll personnel, Liz will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Liz understands your specific requirements to customize your company’s Group Savings and Group Banking program solution, she will support and guide you through the development and implementation process.

With RBC Group Advantage, we will be there every step of the way to ensure your company maximizes its benefits while also streamlining the administration of your plan.

With 35 years of experience within the financial services industry, and her Retirement Plans Associate (RPA) designation., Liz brings the expertise required to provide specialized advice that will optimize the benefits to you and your employees.

Jeremiah has the ability to connect with businesses on what matters most to them. With over 19 years of experience in the finance industry, he believes a company is only as strong as its employees and that investment and care toward employer-employee relationships are paramount.

Working as a Commercial Account Manager and Group Consultant for most of his career, Jeremiah has an understanding of what it takes to build and enhance client relationships. Building successful partnerships is a process of trust and understanding, which Jeremiah takes as a long-term commitment and responsibility.

Jeremiah has lived in Southwestern Ontario his whole life, with his wife and two boys. Keeping busy with travel, golf, hockey, and baseball and supporting the community as co-founder of the organization 100 Men who Care Hamilton.

Jeremiah studied economics, finance, and philosophy at Western University, and has a Financial Services diploma from Fanshawe College. He is working on completing his Certified Employee Benefits Specialist (CEBS) designation through the International Foundation of Employee Benefits Plans and Dalhousie University with his RPA portion (Pensions) completed.

As a Private Banking Premier Advisor, Monica Gonsalves provides tailored financial solutions for the banking and credit needs of select high-net-worth clients that work with RBC's Wealth Management partners in the Guelph, Cambridge, Kitchener, Waterloo, and Orangeville communities.

As a part of this relationship, Monica will access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services that include credit and leverage strategies to support individual short and long term goals.

Monica offers an extensive background in client relationship to her role as a Premier Advisor, drawing on 12 years of experience within RBC, consisting of a wide range of Insurance, Leadership and Advisory positions.

Monica attended Seneca College, completed a number of Coaching and Communication courses, and has continued to deepen her knowledge and expertise through the Canadian Securities Institute with key industry designations such as IFIC, PFSA and FP1. She was the head coach to the Guelph Knights U12 and U13 basketball teams for two years, and continues to volunteer her time in the community.

Away from the office, Monica enjoys spending time at the family cottage in Bayfield, practicing yoga and playing guitar.

Scott brings his 33 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.

Prior to joining RBC Family Office Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner- managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.

Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).

Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.

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 LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.

Shannon lives in Woodstock, Ontario with her husband and three kids.