Primary wealth advisor & investment specialist
Ali has worked with 50+ business owners over nearly a decade. As a former investment banker at Morgan Stanley, he specializes in analyzing company financial statements to uncover insights and opportunities.
He has served as an opinion contributor for the Globe and Mail on the future of the Canadian wealth management industry.
Financial & tax planning specialists
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).
During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.
As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Steven’s role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.
Susannah Musselman, CPA, CA, CMA, CFP®
Vice-President & Financial Planning Specialist, RBC Wealth Management
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.
Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.
Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.
Will & estate planning specialist
Alleen earned her Bachelor of Arts degree from York University and her law degree from the University of Windsor, Faculty of Law in 2008. She was called to the Ontario Bar in 2009.
Prior to joining RBC, Alleen practiced in the areas of Estate Planning and Administration, Corporate/Commercial law and Real Estate law in a mid-sized law firm. Alleen advised her clients on a breadth of legal issues, including key considerations in setting up legal business structures, succession planning and estate planning.
Alleen fosters a multidisciplinary approach to each client’s unique needs, drawing on various advisors’ expertise and offering her own to identify issues for further consideration and review, together with information and guidance which are both sensible and practical.
Business planning specialists
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.) Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.
As a Private Banker with RBC Wealth Management, Heather Silverston provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in the Greater Toronto Area.
With over 20 years of experience in the financial services industry at RBC, Heather helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives.
Prior to joining RBC Private Banking in 2018, Heather held positions in RBC Commercial Banking specializing in the Health Care industry.
Heather collaborates with external partners and advisers across RBC to deliver customized and complex credit solutions to meet clients' financial goals. Heather and her team aim to build a long-term relationship with their clients based on integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and consistently delivering results for their clients.
Heather has a bachelor's degree from the University of Toronto in Commerce and Finance. She was born and raised in Toronto. When not in the office, she enjoys spending time with her husband and three children, and keeping active with running, exercise and golf.