One RBC

As one of the world’s leading financial groups, RBC can help you meet a wide range of financial needs. Whether you need estate, trust, insurance or banking services, we make it easy to find what you need with our “One RBC” approach – our highly personalized approach to connecting you with the experts you need, wherever they may be at RBC.

Wills and Estate Planning Specialists

Your will and estate plan are more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.  Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.  Our Wills and Estate Planning Partners are here for all your estate planning need.

Advisor

Sara Bond, BA (Hons), LL.B, LL.M

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Advisor

Suzanne Schultz, CPA, CA, CFP, CLU

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Chelan Mansour, LL.B, LL.M

Senior Will and Estate Advisor, RBC Royal Trust


Financial Planning

We can provide a core financial plan suitable for most situations or, for more complex situations, an in-depth financial plan that leaves no stone unturned.

Advisor

Jennifer Janeczko, M.Tax

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Your Banking Needs

We work closely with partners at RBC Royal Bank, who provide personal, business and commercial banking, including credit, lending and mortgage solutions. For clients with more sophisticated banking needs, we offer special programs through RBC Private Banking and RBC Private Banking Premier, with preferred pricing, a dedicated banking advisor and an exclusive black card.