Our Extended Team
Matthew Knapp is a Chartered Professional Accountant, (CPA, CA). He is a graduate of Brock University, with an Honours Bachelor of Accounting degree. He has successfully completed all three levels of the Chartered Professional Accountants of Canada's In-depth Tax Program and the Chartered Professional Accountants of Canada's In-depth Corporate Reorganizations Program.
His extensive background includes working at one of the major global accounting firms, where he specialized in tax minimization, appropriate tax planning for corporate and personal clients, and business restructurings. Matthew's diverse client portfolio has included high-net-worth individuals, private corporations, trusts, and partnerships.
In his current role at RBC, Matthew supports your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax, and retirement planning concerns you might have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Matthew Knapp, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
As your dedicated Private Banker, Maya Anilkumar will take the time to discover what is important to you and your family, especially your financial and wealth goals. Ms. Anilkumar’s team includes a Private Banking Associate, and a Credit Structures Manger, who take a key role in creating strategies and making recommendations on a plan of action that fits every unique client situation. Through the RBC network, she also has access to a team of experts in Canada, and key markets across the globe. With her team, Ms. Anilkumar is enabled to provide a vast range of services, such as Business Planning, domestic or internationals Trusts, and comprehensive, integrated financial solutions to ensure goals are met through investments. She delivers a tailored Private Banking experience, helping to reduce and simplify the details of your financial life.
Ms. Anilkumar has more than 15 years of industry experience. She has earned her Personal Financial Planner (PFP) designation while working as a Senior Advisor at RBC. Prior to her role as Private Banker, Ms. Anilkumar was a Financial Planner, lending unique insights into the credit and lending solutions that benefit her clients. As a trusted strategic advisor, she brings strong relationship management skills to her high-net worth clients in London and surrounding areas.
Ms. Anilkumar enjoys spending time with her family and volunteering within her local community and supporting fundraising and awareness events during her free time.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.
Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.
With more than 20 years of industry experience, Susan brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.
Analytical by nature Adam focuses his attention on what matters - you, your family and business, by immersing himself in listening and learning all you have to share. Along with Lynn Prudom, their team offers a holistic approach by emphasizing your wealth goals and objectives are heard and understood. They implement solutions that enhance, protect and ultimately ensure the wealth you worked hard to create maximizes your legacy and is shared according to your wishes with heirs or charities you passionately support.
After many years in the financial services industry Adam joined RBC in 2019. He is dedicated to providing analysis of complex cases, designing customized solutions utilizing insurance-based solutions and demonstrating how to increase net worth, simplify wealth planning and reduce the impact of taxation.
Outside of work Adam happily spends his time keeping up with his wife and two young children all while taking his recreational softball very seriously.
With 12 years of experience in the financial services industry, and her Retirement Plan Associate (RPA) designation, Jamie brings the expertise required to bring specialized advice that will optimize the benefits to you and your employees. Working directly with you, your HR department or your payroll personnel, Jamie will build a tailored solution that meets the goals and objectives of your organization as well as the needs of your employees. Once Jamie understands your specific requirements to customize your company’s Group Savings program solution, she will support and guide you through the development and implementation process.