Grant Henri, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, Family Office 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.
Suzanne Schultz, CPA, CA, CFP, CLU
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.
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.
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.
As a Premier Advisor with RBC Wealth Management, Amira Saleh-Muallem works as a single point of contact, providing banking and credit solutions for select high net worth clients and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service, and tailored advice to efficiently manage their day to day banking needs.
She offers an extensive banking background with over 15 years of experience with RBC. She is a respected team member that provides compassion, empathy and care in everything she does. At first point of contact Amira listens, understands and takes ownership to resolve any concerns that may arise. Her main focus is providing an exceptional client experience. She also holds a Personal Financial Service Advice certificate.
Outside of finance, Amira currently resides in the Burlington area, multilingual, proficient in English and Arabic enjoys keeping active with Mediterranean culinary experiments, music, hiking and spending time with family.