Meet the team

Kennie Linn brings more than 16 years of extensive banking, lending, and wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Kennie Linn provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals, and their families.

Based in Toronto, Kennie works with a select number of clients to address their often-complex banking, credit and wealth management needs through customized banking and financial solutions. His goal is to deliver unparalleled service while building lasting relationships based on a thorough understanding of each client's unique needs and goals.

Kennie collaborates with specialists across RBC to provide clients with services ranging from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit. Kennie can propose targeted strategies to help clients achieve their short and long-term goals.

Prior to joining RBC, Kennie worked for another large financial institution where he demonstrated his diverse expertise in roles including Private Client Relationship Manager, Senior Financial Advisor and Financial Solutions Specialist.

Kennie attended University of Toronto to pursue an Honours Bachelor of Science, in a Mathematics & Finance specialist program. Kennie has continued to deepen his knowledge and experience in the financial banking industry with key industry designations such as Certificate in Advanced Financial Advice, and Investment Funds in Canada (IFC). Kennie has enjoyed taking time to support the local communities and enjoys volunteering. Kennie has teamed up with Junior Achievement to help teach youth in the community about the importance of education and financial literacy. He has also worked with World Wildlife Fund Canada to help prevent degradation of our planet's natural environment.

Away from the office, Kennie enjoys travelling across the world and has visited over 30 countries and he hopes to continue growing the list. He is an avid basketball fan and enjoys playing in competitive basketball leagues.

As a Premier Banking Advisor for Toronto, Jea Wen Wei, works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.

Jea excels in providing tailored credit solutions for the affluent and ensures that clients receive innovative and effective credit solutions designed to enhance their financial stability and growth.

With over 5 years of experience in Financial Services, Jea is very knowledgeable and competent when it comes to delivering superior client experience and advise, which made her highly respected and recommended both with clients and peers. Clients appreciate her prompt and accurate response to their inquiries, her genuine care and timely response and follow up as well as her simplified solutions.

Jea, is very creative and passionate and enjoys art and reading. She also loves to spend quality time with her family, friends and her niece who brings her a lot of joy.

Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.

Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.

Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.

Kelly is a seasoned estate lawyer with a strong grounding in tax. She has extensive experience administering estates, trusts and private charitable foundations for a major trust company.

This hands-on experience allows her to provide both practical and strategic guidance in structuring your estate and incapacity plan. She has significant expertise in business succession planning, vacation property succession, planning for beneficiaries with disabilities, trusts, charitable giving and addressing the complex considerations that blended families face.

Kelly’s approach integrates both the tax planning considerations of your plan and the interpersonal dynamics that influence family harmony.

Kelly has completed parts I and II of the CICA In-Depth Tax Program and is also Certified Financial Planner professional. She is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Ontario (LSO).

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Kelly, a Will & Estate Consultant.

Kelly works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Kelly will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

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.