Meet the team

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.

As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an effcient estate plan. Sara is distinguished in her feld as an internationally recognized Trust and Estate Practitioner (TEP), a designation that displays her advanced knowledge and experience to identify and address developments in the trusts and
estates industry.
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.
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 Sara, a Will & Estate Consultant.
Sara works closely with your advisor to provide you with information on structuring your estate in an effcient and tax-effective manner. Following your meeting, Sara will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Sara Bond, please contact your advisor.

As a Private Banker, Kevin Neiser provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals, and their families.

Based in Hamilton, Ontario, Kevin works with a select number of clients in the market 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.

When necessary, he collaborates with specialists across RBC to provide clients with a complete range of complementing services. Ranging from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit, Kevin can propose targeted strategies to help clients achieve their short and long-term goals.

Kevin offers an extensive background in client relationship to his role as Private Banker. He draws on over 20 years of experience within RBC, which includes his work with business owners and professionals while in RBC's Commercial Financial Services group.

After earning a degree in Economics from University of Guelph, Kevin has continued to deepen knowledge and experience with key industry designations such as Personal Financial Planning (PFP) designation.

Away from the office, Kevin enjoys skiing, camping and trips to Disney World with his wife and children.

Jeff has 20 years of experience in the financial services industry. He holds the CERTIFIED FINANCIAL PLANNER certification from FP Canada and earned his MBA degree, specializing in Finance, from the DeGroote School of Business at McMaster University.

Prior to that, he earned a Bachelor of Applied Science degree in Chemical Engineering from the University of Waterloo. Jeff also holds a Life and Accident & Sickness Insurance License in the Province of Ontario.

Prior to joining RBC Family Office Services, Jeff worked as a senior financial consultant and division director at a large Canadian wealth management organization. His experience includes developing, implementing and monitoring comprehensive financial plans for high-net-worth clients. These plans focused on retirement planning, investment planning, insurance planning, tax planning and estate planning.

In his current role as a Financial Planning Consultant, Jeff will work with and support your advisor in preparing and presenting comprehensive financial projections.

Customized wealth planning for your financial future

At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Jeff Shannon, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions - developing valuable insights into how to reach short- and long-term goals. Your plan will consider such strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. To schedule a meeting with Jeff Shannon, please contact your advisor.