Scott brings his 33 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 Family Office 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.
Stephen Wiffen, CLU, CH.F.C.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
For over 30 years, Steve has helped families and business owners develop a framework using integrated wealth planning solutions. Clients and their advisors trust Steve’s ability and expertise to develop a solution based on client-centred needs and a values-based approach.
Steve examines insurance planning differently and recognizes that each client situation is unique. His approach is to plan first and then educate clients about their options, so they can make an informed choice best suited to their goals and objectives. Whether it be protection needed during income-earning/business-building years, the preservation of capital or ability to transfer accumulated wealth, Steve is there to help implement a solution that addresses your personal and corporate needs in a tax-efficient manner.
Evaluating the various insurance offerings from Canada’s top-ranked insurance providers, Steve will work together with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.
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 LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.
Shannon lives in Woodstock, Ontario with her husband and three kids.
Wes Cutting started working with RBC more than nine years ago, taking a role in the National Office of RBC's Credit Advisory Group immediately after graduating with an Honours Finance Degree from Brock University in St. Catharines. Since joining RBC, Wes had been steadily promoted through various roles and departments within the bank, with increasing responsibilities at each juncture. Before joining the Private Banking team, Wes was an award-winning Commercial Account Manager in the Niagara Region and has since relocated back to Guelph, where he was born and raised.
As your dedicated Private Banker, Wes will take the time to discover what is important to you and your family, as well as your personal financial and wealth goals. Along with his team, which includes a Private Banking Advisor, and a Manager of Credit Structure, he will create a strategy and make recommendations on a plan of action that is right for each unique client situation. He also has access throughout the RBC network to call on a team of renowned specialists, in Canada and key markets worldwide. This team enables him to provide a complete range of services - including delivering comprehensive, integrated financial solutions to ensure clients' meet their goals through investments, business banking, estate planning, and Trusts, both domestic & international.
When not working with clients, Wes enjoys spending his time on the golf course, playing numerous other sports with his friends and colleagues, while spending as much time as he can with his dog, Zoe, who is a purebred Poodle with lots of energy. He is also very active in the kitchen, enjoying any opportunity to cook for family and friends.
As your Private Banker, Curtis will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored to you. He will then work with you and your team as well as partner with top experts from across RBC to implement customized solutions, including succession planning and advice on complex structures for you and your family.
Curtis has more than 30 years of industry experience. He has deep experience working with high net worth families throughout the local community to deliver tailored planning and advice.