Our Wealth Management Specialists
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.
Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.
Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
Will & Estate Consultant, RBC Wealth Management
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 an Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada and the Oxford Law Society.
Shannon lives in Woodstock, Ontario with her husband and three kids.
As a Premier Banking Advisor Caroline provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Caroline works as a single point of contact and partners with Investment Advisors and Counsellors across Waterloo, Cambridge, Guelph and Orangeville and provides banking and credit solutions for select clients of Wealth Management Canada and their families.
With 10 years of experience in financial services with RBC, Caroline is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients achieving their goals.
She's an Honours graduate from Durham College and University of Ontario Institute of Technology and holds a holds a Diploma in Business Administration with a major in Operations Management.
Caroline is deeply committed to giving back to her community; she has taken the lead in various RBC fundraising initiatives such as "Coats for Kid's" and the "United Way Backpack Drive". As well, she has also been a strong supporter and advocate of the Durham Humane Society by taking animals in need into her home.
Born and raised in London, Ontario, Caroline enjoys travelling to various destinations in the Caribbean as well as her family country of origin, England. On her spare time, she loves to spend time with her animals, cooking for her family and gardening.