Professional Referrals
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.
Thomas Seah, CLU
Estate Planning Specialist
RBC Wealth Management Financial Services
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.
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.
Grant Henri, CFP, PFP, Pl.Fin
Financial Planning Specialist
RBC Wealth Management Financial Services
Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada as a subject matter expert and teaches retirement and estate planning at George Brown College in Toronto. Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree. He holds three financial planning designations as well as a Specialist designation from the Trust Institute and is working towards his TEP designation with the Society of Trust and Estate Practitioners.
Suzanne Schultz, CA, CFP
Estate Planning Specialist
RBC Wealth Management Financial Services
As an Estate Planning Specialist for RBC, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business owners, highly taxed investors, affluent families and other clients. Prior to joining RBC in 2006, Suzanne was the Associate Vice-President of the Tax and Estate Planning Group of one of Canada’s leading multi-family office firms. She was previously a Tax Manager at one of the largest professional services companies where she completed her CA designation with an honour roll placing, and completed the CICA In-depth Tax Course. She has taken numerous courses on tax and estate planning, including masters level . courses on U.S. taxes
What we specialize in…
