As a Private Banker in Waterloo, Dwayne Murray provides tailored wealth management solutions to a select group of clients throughout South Western Ontario.
His 21-year career in financial services has included a variety of client-facing roles, and Mr. Murray's teamwork and commitment to client service have earned him numerous awards. A succession planning specialist, Mr. Murray spent more than a decade assisting both mid-sized and family-run businesses with growth and succession plans. He now brings a keen understanding of the impact of succession planning on both the business and the individual to his role as Private Banker.
Mr. Murray works with his clients and their families to deliver sophisticated banking, personalized short- and long-term lending solutions, and flexible credit packages. He then accesses a team of experts - including specialists from within RBC- to provide investments, commercial banking, and domestic and international trust products.
Because he works with a relatively small number of clients, Mr. Murray is able to ensure responsive service and the level of attention his clients require to help their businesses - and lives - run more smoothly. When necessary, he will work with his clients' other professional advisors to deliver comprehensive, integrated financial solutions.
Mr. Murray is an active member of the Guelph community. He currently volunteers his time with the United Way of Guelph-Wellington. Married with two grown children, he enjoys golf, cooking, reading and travelling.
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.
Grant Henri, CFP, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
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 an Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada and the Oxford Law Society.
Shannon lives in Woodstock, Ontario with her husband and three kids.