OUR EXTENDED WEALTH MANAGEMENT TEAM
Scott VanEngen, CPA, CA, CFP
Financial Planning Specialist
Scott brings his 25 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 Wealth Management 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.
Murray Shapiro, BA, LL.B., TEP
Vice President, Business Owner Specialist
As a Business Owner Specialist in High Net Worth Planning Services, Murray, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His expertise encompasses both domestic and international family circumstances, and covers planning applicable to many countries around the world. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.
Prior to joining RBC, Murray practiced law for six years in the areas of estate and tax planning, as well as various areas of business law.
Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He is an active writer, speaker and educator on wealth management topics, and has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.
Suzanne Schultz, CPA, CA, CFP
Estate Planning Specialist
Suzanne’s focus is to protect and enhance family, business and multi-generational wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to her role at RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. She holds CPA, CA and CFP designations and has completed the CICA’s In-Depth Tax Course. She was featured as an expert on BNN and HGTV’s House Poor, and has contributed to the Globe and Mail, National Post and other publications. She is also co-author of 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your financial and family situations and collaborates with your other professionals to uncover where you might be exposed to excessive taxes and risk. This planning is essential for business owners, professionals, executives and those with charitable goals.
Comprehensive Insurance Planning
Working closely with us, Suzanne 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, she works with our other professional advisors in the development of appropriate solutions.
Suzanne 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. She 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, Suzanne evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Shannon Row-Ewing, BA, LL.B.
Will & Estate Consultant
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 LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society. Shannon lives in Woodstock, Ontario with her husband and three kids.
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 Shannon, a Will & Estate Consultant.
Shannon works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
John has over 20 years of mortgage lending experience helping clients and their families throughout much of Ontario. Whether it’s for a Cottage, investment property or a custom build home, as a Mortgage Specialist John can not only provide the custom solutions you may need, but can also provide a flexible time and place to meet with his 24/7 availability. John attended Queen’s University and holds a degree in Economics, attended Centennial College for their Business Program and completed the Ivey Executive Program at Western University.
John’s hobbies include skiing where he is a member of The Georgian Peaks Ski Club, and Cycling where he is an active member and group leader within The Hamilton Cycling Club.
Edita Orr, MBA, PFP
Edita brings 14 years of financial services experience to our team including tailored banking needs, flexible credit packages for sophisticated clients, personalized short and long-term lending solutions with a dedicated credit manager and administrative banking associate working closely with Edita to provide ongoing management of all your banking needs. By working with a relatively small number of clients, Ms. Orr can ensure responsive service and a personalized, discreet approach to meeting clients’ sophisticated banking and credit needs.
To schedule a complimentary meeting with any of our extended wealth management team members, such as Scott, Murray, Suzanne, Shannon, John or Edita, please contact Karen Zochil at 905-546-5865 or email at email@example.com.