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.
Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001.
Prior to joining RBC in 2015, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations.
Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.
Daniel Bertrand brings 12 years of financial services experience to his role as Private Banker, in which he delivers personalized, discrete banking, credit and financial counsel to select clients in Hamilton and Brantford.
As a dedicated financial planner, Mr. Bertrand creates sophisticated banking packages and a full suite of personalized credit solutions for his clients and their families. He then draws on a team of RBC and external experts who assist with investments, commercial banking and domestic and international trust products to create a uniquely personalized banking experience for his clients.
To ensure personalized service and attention to detail, Mr. Bertrand 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. Bertrand holds the Personal Financial Planner (PFP) designation, which underscores the financial planning perspective he brings to his clients and holds a bachelor's degree with honours from Wilfrid Laurier University.
Born in Montreal and raised in Kitchener, Mr. Bertrand is active in his community. Outside of the office, he keeps busy with his wife and three young children.
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.