Will & Estate Specialist
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.
Estate & Trust Specialist
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focus 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 Estate & Trust Services partners she can find the solution that’s right for you.
Financial Planning Specialist
Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.
Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Estate Planning Specialists
Stephen Wiffen, CLU, CFP, CH.F.C.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
For 30+ years, Steve has helped families and business owners develop a framework using integrated wealth planning solutions. Clients and their advisors trust Steve’s ability and expertise to develop a solution based on client-centred needs and a values-based approach.
Steve examines insurance planning differently and recognizes that each client situation is unique. His approach is to plan first and then educate clients about their options, so they can make an informed choice best suited to their goals and objectives. Whether it be protection needed during income-earning/ business-building years, the preservation of capital or ability to transfer accumulated wealth, Steve is there to help implement a solution that addresses your personal and corporate needs in a tax-efficient manner.
Evaluating the various insurance offerings from Canada’s top-ranked insurance providers, Steve will work together with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.
Rick Squires, CLU, CH.F.C., TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
The power of what we do.
“I wasn’t long in my career before I delivered a cheque from a policy I’d consulted on. My colleagues told me that once I did that, I would understand why I was in this business. They were right.”
Thirty-five years later, Rick does what he does because he has witnessed the power of properly structured estate planning solutions to ensure one’s legacy and change the lives of others.
Unsurprisingly, Rick has accumulated a great deal of estate planning knowledge. But the most important thing he brings is experience. That’s the difference he and Associate Estate Planning Specialist Lynn Prudom offer as a team: a deep ability to support advisors and their clients that can only come from more than 35 years of working with clients in almost every situation.
Premier Banking Advisor
As a Premier Banking Advisor for the London and area, Renee King works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 17 years of experience in financial services with RBC, Renee has become a respected and recognized member of the banking community in which she works. She has acted as a mentor to other Advisors sharing her dedicated approach to client service.
Born and raised in London, Ontario, Renee holds a Degree in Political Science from Brescia College, University of Western Ontario. She currently lives close to the University where she studied.
Active in her community, Renee is an active volunteer participant in Children's Hospital Bowling, JDRF and Brain Tumor Association events and is an active member of the school council as the treasurer.
Renee is the proud mother of two teenaged sons and spends her spare time enjoying time at the cottage, camping, traveling and facilitating her sons' love of hockey.