Our RBC Partners

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

Working as a single point of contact, Marian will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Waterloo/Guelph-Cambridge-Orangeville area.

Marian draws on 16 years of experience within RBC. She was recently a Financial Advisor in our North Guelph community for 8 years and prior to that, she worked at Dominion Securities for 2 years as an Investment Advisor Assistant. She had the opportunity to engage in several aspects of our retail growth and client retention helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.

Marian has successfully attained her Bachelor's Degree in Psychology and currently holds accreditations through the Canadian Securities Institute which includes IFIC, PFSA and FP1. Her focus is to deliver an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.

Marian resides in Guelph with her husband and 2 children.

With over 15+ years of progressive financial industry experience, I have a proven track record of delivering a high degree of value through in-depth counsel to my clients. Being able to draw on this extensive experience and financial acumen allows me to create innovative financial solutions for my clients, providing them with customized credit strategies to help grow their wealth. With a strong network of specialists whom I can call on to help, will ensure all your financial requirements are met. My passion starts and ends with my clients as I’m fully invested in your financial success.

As a Private Banking Premier Advisor, Monica Gonsalves provides tailored financial solutions for the banking and credit needs of select high-net-worth clients that work with RBC's Wealth Management partners in the Guelph, Cambridge, Kitchener, Waterloo, and Orangeville communities.

As a part of this relationship, Monica will access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services that include credit and leverage strategies to support individual short and long term goals.

Monica offers an extensive background in client relationship to her role as a Premier Advisor, drawing on 12 years of experience within RBC, consisting of a wide range of Insurance, Leadership and Advisory positions.

Monica attended Seneca College, completed a number of Coaching and Communication courses, and has continued to deepen her knowledge and expertise through the Canadian Securities Institute with key industry designations such as IFIC, PFSA and FP1. She was the head coach to the Guelph Knights U12 and U13 basketball teams for two years, and continues to volunteer her time in the community.

Away from the office, Monica enjoys spending time at the family cottage in Bayfield, practicing yoga and playing guitar.

Scott brings his 33 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.

Prior to joining RBC Family Office Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner- managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.

Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).

Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.

À titre de vice-président et spécialiste en planification successorale, Thomas se spécialise dans la préservation et l’optimisation du patrimoine. Il a recours à un processus exhaustif pour évaluer vos besoins en gestion de patrimoine et recommande des solutions d’assurance créatives et exonérées d’impôt pour les satisfaire.

Thomas créera un plan personnalisé utilisant des solutions d’assurance pour accroître et sécuriser votre patrimoine, réduire l’impact d’impôts futurs et structurer votre succession afin que votre patrimoine soit transféré à vos héritiers conformément à vos volontés. Ce faisant, Thomas évaluera divers produits d’assurance, dont de l’assurance-vie, des rentes et des prestations du vivant.

Thomas a joint les rangs de l’industrie de l’assurance en 1984 après avoir obtenu un diplôme universitaire en économie. En 1995, il est entré au service de RBC Gestion de patrimoine et est un des employés aux états de service les plus longs dans l’agence. Un témoignage de son engagement envers l’industrie, Thomas détient le titre professionnel d’assureur-vie agréé (AVA).

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.