As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an efficient estate plan.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
Suzanne Schultz, CPA, CA, CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Suzanne's focus is to protect and enhance family and business wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. Along with professional designations, she 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 co-authored 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your unique financial situation 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.
Ms. Orr's career with RBC includes financial services experience with RBC Commercial Financial Services, with focus on real estate markets, and later in the Knowledge Based Industries (KBI) group, working with clients across the Information Technology sector. This experience has refined her ability to serve business and personal clients throughout their financial lives.
As a Private Banker, Edita Orr creates tailored banking, personalized short and long-term lending solutions and flexible credit packages for sophisticated clients. She partners with a broad group of RBC experts in Canada and in key markets worldwide to provide a complete range of services, customized to the unique needs of each client. Through this approach, clients benefit from tailored packages that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures.
By working with a relatively small number of clients, Ms. Orr can ensure responsive service and a personalized, discreet approach to meeting a variety of sophisticated banking and credit needs. As appropriate, she will work with her clients' other professional advisors to deliver comprehensive, integrated financial solutions.
A Fellow of the Canadian Institute of Bankers (FICB), Ms. Orr holds a Bachelor of Commerce from McMaster University and a Masters of Business Administration from Dalhousie University, specializing in Financial Services.
Outside of the office Ms. Orr has been an active volunteer in programs with the United Way, Meals on Wheels, Youth in Motion and is a member of Women Entrepreneurs of Canada.
Michael Huitema joined RBC in 2005 and brings extensive financial service knowledge to his private banking clients. He provides tailored wealth management solutions to business owners, executives and high net worth families in the Niagara Peninsula.
Mr. Huitema's career with RBC includes experience in retail banking, branch management and most recently commercial banking. In every role he has maintained a client-centric focus and worked in conjunction with clients other advisors to provide customized advice and strategies.
As a Private Banker Mr. Huitema and his team are focused on building long-term relationships based on sound advice, confidentiality, integrity and trust. Clients value his previous experience working in commercial banking due to his understanding of cash flow and ability to structure complex credit. He partners with other RBC experts in Canada and internationally to deliver customized solutions for all of his client's needs. Through this approach, clients benefit from tailored packages that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures.
To ensure personalized and prompt service, Mr. Huitema works with a limited number of clients. This focused approach allows him to spend more time simplifying his clients' lives, working when necessary with his other professional advisors to deliver comprehensive, integrated financial solutions.
Mr. Huitema is a Personal Financial Planner and holds a Bachelor of Business Administration, Finance Concentration and a Masters of Business Administration from Brock University. Outside the office Mr. Huitema keeps busy as a Rotarian and volunteering at other community events. He also enjoys spending time at the cottage and skiing with his wife and kids.