Suzanne Mar brings more than 20 years of financial industry experience and expertise to her role as Private Banker. Based in Toronto, she works with a select group of very high-net-worth clients, their families and their businesses to provide tailored banking, credit and wealth management solutions.

With a graduate degree specializing in entrepreneurial studies and corporate finance, Suzanne's career in financial services has included a variety of relationship management roles, and extensive experience working with business-owners of growth-oriented, technology based companies. With a career strategically focused on founders and investors in the technology sector, she has established a reputation as trusted advisor to some of the most successful tech entrepreneurs in the country.

Suzanne works with her clients to plan and execute integrated wealth management plans. These include leverage strategies, business succession planning, philanthropy and intergenerational wealth transfer. She builds a bespoke team of experts, from within RBC and externally, for each family, which may include tax, financial and estate planning advice as well as investment strategies, corporate finance and risk management planning.

Suzanne is a dedicated mother of two busy daughters in mid-town Toronto. She has a passion for the arts and healthy living. Suzanne's charities of choice focus on women and children in crisis.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.

She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.

Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.