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.
Sara Bond, BA (Hons), LL.B, LL.M
Will & Estate Consultant, Family Office Services, RBC Wealth Management
As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an effcient estate plan. Sara is distinguished in her feld as an internationally recognized Trust and Estate Practitioner (TEP), a designation that displays her advanced knowledge and experience to identify and address developments in the trusts and
estates industry.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of Wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Complimentary Will & Estate Planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Sara, a Will & Estate Consultant.
Sara works closely with your advisor to provide you with information on structuring your estate in an effcient and tax-effective manner. Following your meeting, Sara will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Sara Bond, please contact your advisor.
An Estate and Trust Advisor for the Southwestern Ontario region, Shannon brings more than 14 years of financial services experience to her work with individuals, families and businesses. Her depth of experience, coupled with her professionalism and dedication to client service, serves her well when dealing with the complexities of estate settlement.
Shannon understands that the role of executor is a difficult one with sometimes overwhelming responsibilities. She takes the time to make sure that clients are aware of the complete range of estate and trust resources offered by RBC.
Focused on executor services, she helps executors to identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity like helping with specific tasks, or in a more comprehensive manner like carrying out the entire estate settlement process on their behalf
A graduate of Sheridan College with an advanced diploma in Business Administration – Finance, and a graduate certificate in financial planning, Shannon has continued to deepen her knowledge and expertise with key industry designations such as the Certified Financial Planning (CFP), MTI Estate and Trust Professional, and Trust and Estate Practitioner (TEP).
As a highly skilled Estate and Trust Advisor, Shannon can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust throughout Canada. She can also provide tailored solutions to help clients carry out their many executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.