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.

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.

Scott is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). He obtained his Honours Bachelor of Commerce degree from the Michael G. DeGroote School of Business at McMaster University. Prior to joining RBC, Scott gained a unique understanding of planning for the ownermanager through various roles in the public accounting industry over the past 15 years. In his previous role as a senior tax manager, he specialized in providing tax advisory, tax minimization strategies, corporate reorganizations and estate planning services to high-net-worth individuals and owner-managed businesses. Scott has over 10 years of Canadian taxation experience. He has completed all three levels of CPA Canada’s In-Depth Tax Course and is a member of the Canadian Tax Foundation. Scott’s role is to work with and support your financial advisor in preparing and presenting your comprehensive Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

Abby specializes in tax and estate planning for high-net-worth and ultra high-net-worth families. 

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts. 

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning. 

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan. 

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the In-Depth Tax Issues for the Owner-Managed Business as well as the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP) and is a member of the Canadian Tax Foundation. Lastly, Abby is a certified Family Enterprise Advisor (FEA), which allows her to address the complex needs of family enterprise clients. 

As a Premier Advisor with RBC Wealth Management Private Banking, Marian provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Working as a single point of contact, Marian will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Waterloo/Guelph-Cambridge-Orangeville area.

Marian draws on 16 years of experience within RBC. She was recently a Financial Advisor in our North Guelph community for 8 years and prior to that, she worked at Dominion Securities for 2 years as an Investment Advisor Assistant. She had the opportunity to engage in several aspects of our retail growth and client retention helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.

Marian has successfully attained her Bachelor's Degree in Psychology and currently holds accreditations through the Canadian Securities Institute which includes IFIC, PFSA and FP1. Her focus is to deliver an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.

Marian resides in Guelph with her husband and 2 children.

As a Premier Advisor with RBC Wealth Management Private Banking, Edina provides personal service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.

As a part of this relationship, Edina will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients. Edina takes great pride in building lasting relationships and leverages many channels to bring the best of RBC to her clients. Edina attained her bachelor's degree in business administration from Wilfrid Laurier University in Waterloo. She has continued to deepen her knowledge and expertise through the Canadian Securities Institute with key industry designations such as CSC, PFSA and FP1. Her primary focus is delivering an exceptional advice experience for high net worth households that work directly with our Wealth Management partners. Away from the office, Edina enjoys family time, travelling, and a good tv show to binge.