Yours, not ours. It’s your life, your family, your business and your legacy. Annett’s belief – our clients’ success will be our success.
Annett’s natural ability to build trust and earn respect is part of the personal warmth she brings to her work. She believes in treating every client like family. Her compassion and genuine interest in clients provides them with the comfort they need to have deep and meaningful discussions about their personal and financial situation.
For Annett, success is measured by the trust and respect of clients and peers. It is all based on her core purpose of helping people achieve their unique potential. To do that, every day Annett lives her mission: to help individuals and families build and maintain financial confidence on the basis of their wants and needs.
Annett lives in Sudbury, Ontario with her children.
As a Will & Estate Consultant, Sara Bond provides comprehensive estate planning services which includes providing clients with an efficient estate plan.
Following her call to the Bar, Sara has worked for major trust companies working in a variety of roles involving estate administration and estate planning. Prior to joining RBC, Sara’s last role was Senior Advisor- Planning and Advisory Services, where she advised clients on a variety of wills, trusts, estate planning matters.
Sara obtained a Joint Honors Bachelor degree from York University, and graduated with a Bachelor of Laws from the University of Sussex, U.K. Sara has also completed a Master of Laws in taxation, from Osgoode Hall Law School, York University.
Sara is a member in good standing with the Law Society of Ontario, and is a member of the Ontario Bar Association, Trusts & Estates Law section.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations. /p>
Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.
With more than 20 years of industry experience, Susan brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.