Will & Estate Consultant
After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.
Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.
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 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 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.