Will & Estate Consultant
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980.
She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.
Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC.
She is a member of the Society of Trust and Estate Practitioners (STEP).
Estate Planning Specialist
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, business and multi-generational wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to her role at RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. She holds CPA, CA and CFP designations and 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 other publications. She is also co-author of 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your financial and family situations 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 Premier Banking Advisor for Oakville and Burlington, Scott Saunders 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over four years of experience in financial services with RBC, Scott has quickly become a respected member of the banking community in which he works. Through a dedicated approach to client service and as acting digital enablement champion, he also dedicated time to act as a mentor to other Advisors.
Scott is committed to giving back to his community and volunteers with “Outside Looking In”, an Indigenous youth program to give Canadians an opportunity to learn about indigenous culture through the arts and dance. He also volunteered with Ronald McDonald House Toronto helping to put together packages of food to help families who have a child that is seriously ill at a nearby hospital.
Born and raised in Mississauga, Ontario, Scott holds a Bachelor of Arts Degree in Economics from Brock University. He also studied culinary arts before entering the financial industry.
Scott currently resides in the Oakville area and spends his spare time playing hockey, golf, snowboarding and traveling to as many new places as possible.
Send us an email*Required fields