Meet the team

As a Premier Advisor with RBC Wealth Management Private Banking, Susan provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.

Working as a single point of contact, Susan accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short- and long-term goals of our Wealth Management clients in the South West Ontario area.

She takes great pride in fostering long-term client relationships across multiple channels within our communities. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.

After earning a Banking & Investments Certificate from CITIBANK NA. Susan has continued to deepen her expertise and holds the IFIC accreditation while working on getting her PFP designation as a member of The Canadian Securities Institute. To further support her community, she volunteers her Hatha Yoga Educator Certification from Sheridan College for children's Yoga and Corporate Yoga.

Away from the office, Susan enjoys cooking, family time and travelling.

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. Megan joined RBC Wealth Management in February 2013. Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course.

Rebecca is recognized as an experienced and proven expert in the field of comprehensive financial planning within Canada’s leading wealth management firm. Over many years she has helped countless high-net-worth families understand how to deal with complex tax, estate, retirement and business succession planning decisions, and most importantly, how to help clients accomplish their stated objectives with their wealth. 

Rebecca holds a CFP designation which is the industry recognized gold standard for financial planning. In addition, she holds the TEP designation as a member of the Canadian association of the Society of Trust and Estate Practitioners, a worldwide organization of professionals who practice in the areas of wealth structuring, tax planning, estate planning, insurance planning, philanthropy, business succession planning, and the intergenerational transfer of wealth. 

Specialized financial planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

To schedule a meeting with Rebecca Henri, please contact your advisor. 

"The best possible plan should address risk and legacy planning while involving a specialist in the process. Someone who asks the right questions, actively listens to your answers and approaches planning differently," says Mike.

With 30+ years in the financial services industry, Mike excels at identifying opportunities and creating certainty for your wealth goals pertaining to estate preservation, equalization and maximization. When working with executives and corporations, he simplifies the complexity of solutions-based planning.

Prior to joining RBC in 2024, Mike spent 16 years as an Insurance & Estate Specialist plus 12 leading a team of specialists. He also obtained the Chartered Financial Analyst, Certified Financial Planner, Chartered Life Underwriter and Trust & Estate Practitioner designations. When not working Mike plays hockey and shares his passion for skiing with his wife Denise and their 3 children. During the summer catch them kayaking and paddleboarding in Georgian Bay.