Our RBC Partners

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.

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.

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.

Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.

Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.

Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.

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.

As a Private Banker, Darrel collaborates with a variety of partners throughout RBC to deliver tailored, personalized banking packages and high-end credit vehicles. These packages may include specialized wealth management, business owner and estate planning, and domestic and international trust structures. Darrel brings many years of experience in financial services to his role as Private Banker, including Commercial Banking and Public Accounting.

As a Premier Advisor with RBC Wealth Management Private Banking, Marie 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, Marie 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 London, Woodstock & Stratford area.

With tenured experience as a Financial Advisor with RBC, Marie was able to achieve top recognition for Southwestern Ontario for her contacts with clients. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.

Marie has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, and Ontario College Certificate of Graphic Design Production from Mohawk College of Applied Arts & Technology.

She is committed to giving back to her community and has volunteered with the Stratford House of Blessing, and several other charities and community events organized by RBC.