Our RBC Partners

As a Will and Estate Advisor for the Central Canada Region, Endrita Isaj brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. She works collaboratively with clients and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular situation. Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Endrita can help. Prior to joining RBC Royal Trust, she practiced estate litigation at a top firm in Toronto focused exclusively on estate and trust law. She earned her Juris Doctor degree from the University of Windsor Faculty of Law, and a Bachelor of Arts (Honours) Degree in History from Queen’s University. She has continued to deepen her knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner (TEP) designation, and as a member of STEP Canada and the Junior Trust and Estate Practitioners (JTEP) group. The combination of Endrita’s professional expertise and her commitment to providing practical solutions make her an invaluable resource for clients and their financial advisors.

Andrew is a member of the interdisciplinary Family Office Services team advising high-net-worth clients specifically in the area of estate planning. Andrew’s role is to design comprehensive estate plans, typically including a mix of Wills, powers of attorney, and trusts, that address client-specific issues like blended families, non-residents, beneficiaries with disabilities, foreign assets, business succession planning, charitable giving, and tax planning.

Prior to joining RBC Wealth Management, Andrew practiced law at two Bay Street firms in Toronto in the areas of estate and trust planning, administration, and litigation; non-profit law; family law; and personal tax planning. Andrew draws on his experience advising high-net-worth, ultra-high-net-worth, and family office clients to provide estate planning recommendations tailored to each RBC client’s unique circumstances.

Andrew obtained his Bachelor of Arts (Hons) from York University and Juris Doctor from Osgoode Hall Law School. Andrew holds the specialized designation of Trust and Estate Practitioner (TEP) from STEP Canada, is a member of the Ontario Bar Association, and is licensed by the Law Society of Ontario.

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.

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.

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992.

His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

As a member of the RBC Family Office Services team, James, together with your RBC advisor, can help you explore your business succession options. James understands the specific concerns faced by business owners and has extensive experience addressing their more complex needs.

For the past 25 years, James specialized in developing best practices around business succession planning and in the process helped several families achieve their business succession vision. He also authored a book, The Transition Experience: What every Canadian family should know about business succession planning.

His process not only focuses on technical matters such as business valuation, sale of business planning and tax planning, but also recognizes that business succession has a profound impact on a business family. As such, much of James’ process also involves assisting members of the family with the softer issues of planning, including post-succession and wealth.

James is a Chartered Professional Accountant and Chartered Business Valuator and is a frequent presenter on business succession planning. He obtained his degree, Master of Commerce, from the University of Canterbury in New Zealand and is currently a member of the Family Firm Institute. 

As a Private Banker with RBC Wealth Management, Private Banking, Shannon provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Halton, Shannon works with a select number of clients across the GTA to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.

Shannon offers an extensive background in client relationship to her role as Private Banker. She draws on over 20 years of experience within RBC, consisting of a wide range of Wealth Management and Commercial Banking backgrounds.

A graduate of Dalhousie University Rowe School of Business, MBA and a graduate of Ontario College of Art, Shannon has continued to deepen her knowledge and expertise with key industry designations such as Personal Financial Planner and Canadian Securities Course credentials from Canadian Securities Institute.

Away from the office, Shannon lives in Oakville, enjoys cycling with her family, spending time outdoors with her dogs, gardening and travelling.

As a Premier Advisor with RBC Wealth Management, Courtney Hansen provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Since joining the financial services industry in 2018, Courtney has taken pride in building long-term relationships with clients and peers within the Burlington and Oakville communities. She currently acts as a member of your Investment Advisor's extended team to deliver heightened client experiences and exceptional advice. As an honors graduate from Sheridan College, Pilon School of Business, Courtney believes in lifelong learning. She continues to educate herself through a variety of financial education courses and workshops. Courtney currently holds several professional designations, accredited through the Canadian Securities Institute, such as Investment Funds in Canada (IFC), Personal Financial Services Advice (PFSA), and Financial Planning 1. Born and raised in Burlington, Courtney enjoys spending her time with family and friends. She loves skiing, hiking, and travelling.