Partners

Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.

Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.

Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.

Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

Jim specializes in providing cross border tax planning. He joins RBC Wealth Management Services having recently retired from KPMG LLP after 33 years of services.

Most recently, he was a partner and the Practice Leader of KPMG’s International Executive Services (“IES”) practice in Canada, where he provided cross border tax and consulting services to employees, their employers, high net worth individuals and individuals with investments outside their home country. Jim was a member of the KPMG IES Global Steering Group which establishes strategies, policies and procedures for KPMG’s global IES practice.

Jim was also the practice leader for Global Wealth Services (“GWS”), which provides U.S. and Canadian income, trust and estate planning services to executives and high net worth individuals.

Prior to relocating to Toronto in June 1993, he worked in New York, Hong Kong and Miami where he served U.S. based clients expanding internationally and foreign-based clients from Canada, Europe, Asia and Latin America expanding into the U.S. He and his wife, Suzanne, moved to Colorado during 2014 where he continues to practice cross border tax planning.

As both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant, Jim is uniquely prepared to provide international tax consulting services. Furthermore, having been an expatriate himself for over twenty-seven years, he is “intimately” aware of the cross border tax issues.

Mark specializes in tax, estate and retirement planning for high-net-worth and ultra-high-net-worth families. He also assists individuals facing significant life events (i.e., sale of a business, financial windfall, retirement, death in the family, immigration to or emigration from Canada, marriage or divorce, etc.). 

Prior to joining RBC, Mark worked at a boutique wealth management firm where he focused on Canadian tax, U.S. tax and comprehensive wealth planning to business owners, executives, retirees and professional athletes. He also spent over a decade in public accounting practice rendering tax planning, research and dispute resolution services. 

Mark is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). He holds Master of Accounting and Bachelor of Mathematics degrees from the University of Waterloo. 

Wealth Planning Consultation 

Mark works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer. 

Sara specializes in international estate planning, art collection and digital legacy planning for UHNW families in developing their wealth and legacy plans. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Sara has two decades of professional experience in complex estate and trust administration and planning; business succession; cross-border tax planning (STEP Advanced Certificate in Cross-Border Estates); family governance (STEP Advanced Certificate on family enterprise advising); art collection management and art estates planning (“Art as Global Business” Certificate, the Sotheby’s Institute of Art and European Institute of Sustainability, “Art Disruption,” NFTs and tokenization of Art, legal and tax planning); as well as, Digital Assets Inventory and estate management. She is a graduate of Masters in US Law at George Mason University and was called to the California State Bar in 2021. Sara achieved her Ph.D. in International Management (Behavioural Finance and Law) at the International School of Management in France, as well as completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law.

Sara is an active member of the following groups and institutions:

American Bar Association (ABA) in Chicago, US
California Lawyers Association CLA Trust and Estate, and IP Chapters in Los Angeles, US
Beverley Hills Bar Association in Los Angeles, US
International Bar Association (IBA) in London, UK; Technology Law Committee, Art, Cultural and Heritage Committee, IP and Entertainment Committee
Fellow of the European Law Institute in Vienna, Austria; Model Rules on Succession of Digital assets SIG; Access to Digital Assets SIG, and Model Rules on Algorithmic Contracts SIG
STEP Canada; the STEP Cross-Border Estates SIG
The Institute of Art and Law in London, UK
Art Lawyers Association (ALA) in London, UK
Professional Advisors to the International Art Market (PAIAM) in New York City, US
Alumnus of the of Harvard Law School, HarvardX, Berkman Klein Center for Internet and Society
Third Space Life Charity in the Okanagan
She lectures the fall/winter seminars on International Business Law, Business Succession, Trust, International Arbitration and
M&A at ISEG, MBA course in Paris, France. She is also a visiting lecturer of Blockchain and NFTs at UCLA Law school. Sara is fluent in Italian and English and has working knowledge of French and Spanish.

Sara works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.

After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of
a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.

Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.

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 Alessandra, a Will & Estate Consultant.

Alessandra works closely with your advisor to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Alessandra 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 Alessandra Prioreschi, please contact your advisor.

Matthew Knapp is a Chartered Professional Accountant, (CPA, CA). He is a graduate of Brock University, with an Honours Bachelor of Accounting degree. He has successfully completed all three levels of the Chartered Professional Accountants of Canada's In-depth Tax Program and the Chartered Professional Accountants of Canada's In-depth Corporate Reorganizations Program. 

His extensive background includes working at one of the major global accounting firms, where he specialized in tax minimization, appropriate tax planning for corporate and personal clients, and business restructurings. Matthew's diverse client portfolio has included high-net-worth individuals, private corporations, trusts, and partnerships. 

In his current role at RBC, Matthew supports your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax, and retirement planning concerns you might have. 

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 Matthew Knapp, 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. 

Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.

After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.

Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.

"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.

Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.

Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.

As a member of the RBC Wealth Management Services team, and formerly as a Financial Planning Consultant, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through FP Canada™. 

In her role as Manager, Financial Literacy, Stephanie oversees the RBC Wealth Management Financial Literacy program, as well as broader strategy planning and thought leadership to support and grow this area across RBC Wealth Management. Stephanie specializes in providing clients and advisor teams with support, resources and expertise in financial literacy and in building financial management skills; promoting, managing and updating existing educational content; and developing new resources. Stephanie also focuses on initiatives and partnership opportunities to further boost awareness around financial literacy and the importance of structured, comprehensive learning among all age groups. 

Stephanie is currently working towards a Master’s degree in education. An advocate both of and for advanced education, Stephanie has volunteered with FP Canada to develop and mark financial planning examinations and taught Certified Financial Planner (CFP) preparatory classes. To promote financial literacy, she has also presented in elementary school classrooms with Junior Achievement. 

Angus has more than a decade of experience in charitable giving and legacy planning. He currently contributes this expertise to RBC Family Office Services, where he collaborates closely with advisors, clients and their families. Together, they devise tailored giving strategies that harmonize the client's goals and values with their philanthropic aspirations and seamlessly integrate into their overall wealth management objectives. 

He possesses distinctive insights gained from his involvement in establishing and managing a private foundation that provided donor-advised fund and philanthropic solutions to advisors and clients while at Gluskin Sheff. Furthermore, his extensive knowledge of legacy planning, capital campaigns, and intricate gift structures stems from his previous roles with SickKids Foundation and RBC Royal Trust. 

Angus is a member of the Canadian Association of Gift Planners (CAGP), co-chair of the GTA CAGP Education Committee, and faculty member of the National CAGP Estate Fundamentals course. He has achieved his TEP designation from STEP (The Society of Trust and Estate Practitioners). 

Clive Slade brings over 30 years of international banking experience to his role as a Private Banker. His banking career started (1990) in the UK with Barclays Bank Plc. He was based in the beautiful English Lake District; mastering each role progressing to management before making the move to Canada.

In 2003, Clive moved to Canada, and with that, RBC. He had met a Canadian girl who was travelling her way around Europe and the UK. She brought him to Canada where they have now been married for over 20 years.

While working for RBC in various Senior Leadership roles, he earned his Personal Financial Planner (PFP) designation. Clive's last role was as a successful, award-winning, Commercial Banker. As a trusted strategic advisor, he brings strong relationship management skills to his high-net-worth clients in London and the surrounding area.

As your dedicated Private Banker, Clive will take the time to discover what is important to you and your family, as well as your personal financial and wealth goals. Along with his team, which includes a Private Banking Associate and a Manager, Credit Structures, he will create a strategy and make recommendations on a plan of action that is right for each unique client situation. He also has access through the RBC network to call on a team of specialists, in Canada and key markets worldwide. This team enables him to provide a complete range of services - delivering integrated financial solutions to ensure clients' meet their goals through investments, business banking, estate planning, and Trusts, both domestic & international.

As a long-time resident of St. Marys & Perth County, he enjoys volunteering in his local community and supporting fundraising and awareness events. Clive currently offers his time and expertise, by sitting on the board for; Family Services Perth Huron, St. Marys Committee of Adjustments, and the St. Marys Heritage Committee.

When not working for his clients or volunteering, he enjoys spending his time with his wife, their two sons, and Harry the dog. In his leisure time, he is often found refereeing on a Rugby pitch, golfing or entertaining family and friends.

David Bowman offers an extensive background in client relationship management and draws on years of experience within RBC to his role as Private Banker.

David grew up in St. Catharines, ON and enjoyed a 5-year professional hockey career before hanging up the skates to work for his family's business, and eventually joining RBC in 2014.

As a Private Banker with RBC Wealth Management, Private Banking, David provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families. .

David works with a select number of clients throughout Essex County to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.

A graduate of the University of New Brunswick with an MBA degree, he has continued to deepen his knowledge and expertise with key industry designations such as PFP and Investment Funds in Canada.

David is married to his wife of 12 years, Angela, and together they have 2 beautiful girls, Olivia and Grace. They moved home to Essex County where Angela was born and raised (Stoney Pointe), and where David played 4 years with the Windsor Spitfires. Away from the office, David enjoys spending time with his daughters, and playing golf and hockey.

As a Premier Banking Advisor, Carly provides holistic personalized attention and comprehensive strategies to high-net-worth business owners, executives, professionals and their families.

Carly works with a select number of clients in Windsor, Sarnia and Chatham markets. She acts as a member of your Investment Advisor's extended wealth management team to ensure the smooth integration of often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

A sophisticated credit expert, Carly can leverage strategies to support your goals. Her key focus is a client centered approach and to maintain high standards of client service and value added advice. When necessary, she can access specialists from across RBC to work collaboratively to provide a complete range of complementary services.

Carly offers an extensive background in client relationship. She is a high performing individual with a wealth of knowledge and a high level financial service and sales experience. She is a dedicated banking professional with 26 years in the financial services industry, working in a variety of roles that include Re-tail Banking, Business Banking, Healthcare Specialist, and Cash Management. She has spent the last 10 years as a RBC Financial Advisor where she was also the dedicated in-house retail representative for RBC Dominion Securities in Windsor.

As a Private Client Insurance Specialist, Saman takes great pride in helping people protect their wealth, possessions and lifestyle. Prior to joining RBC Private Insurance, Saman worked with High-Net-Worth families as an underwriter at Chubb Canada.

Saman has over 10 years of experience in sales, customer service, and underwriting in both personal and commercial insurance. She takes a tailored approach through a Personal Risk Assessment to identify vulnerabilities for clients and address them through an advice-based approach.

Saman is a graduate of the Insurance Management Program at Humber College and is currently working towards her Chartered Insurance Professional Designation (CIP) in addition to her OTL license. Saman holds a Bachelor of Art in theater and is very passionate about people, culture, and art.

In her downtime, Saman likes to spend time in nature, visiting museums and watching performance arts in different cities around the world. Saman also enjoys baking and cooking and creating new recipes for her family and friends.

As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.

Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.

With more than 20 years of industry experience, Susan brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.