Thomas Seah

Estate Planning Specialist

Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has acquired the Chartered Life Underwriter designation.

Working closely with your advisor, Thomas employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Thomas Seah can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada’s top-ranked insurance providers.

 

Rebecca Henri

Financial Planning Specialist

Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.

Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.

Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.

 

Susan MacDonald

Estate & Trust Advisor

As an Estate and Trust Advisor, Susan Macdonald has been serving clients throughout Western Ontario for over two decades. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute and Trust Institute.

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 two decades 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. We understand that no two clients are the same and so together with our RBC Estate & Trust Services partners, we can find the solution that’s right for you.