A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:
• Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
• Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
• Taxation: Implementing strategies to help reduce your family’s tax burden
• Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
• Estate and trusts: Efficiently transferring your wealth to the next generation
• Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
• Charitable giving: Helping you maximize your charitable legacy
 

Joseph Bonazza, CFA

Investment Advisor

905-988-5864 | Email me

Our Extended Team

Suzanne Schultz, CPA, CA, CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Catherine Nicholls, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management


Jim Yager, BA, MBA, M.Tax

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Delivering tailored, sophisticated banking solutions

Through RBC Wealth Management, Private Banking, we work in close partnership with Private Bankers who offer sophisticated banking and high-end credit solutions to our high-net-worth clients. They can help simplify and build your wealth, diversify your assets and leverage opportunities.

Banking designed for your unique high-net-worth needs

Private Banking delivers a tailored banking experience that is designed for your individual needs, however varied or diverse. In consultation with you, your Private Banker will create a sophisticated package that is customized to include:

  • A full complement of banking options
  • A range of personal, family trust or holding company accounts
  • A sophisticated suite of credit tools

Using credit to create wealth management planning opportunities

Many high-net-worth clients use credit to grow their wealth. Your Private Banking team includes a dedicated Manager of Credit Structures who can draw on high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.

Partnering with Canada's top private bank

We are proud to work with RBC Private Banking, which has once again been ranked number one in Canada for its private banking services in the 2018 Euromoney Private Banking and Wealth Management Survey. This is the 11th consecutive year that RBC Private Banking has topped the Euromoney survey.

For more information on tailored RBC Wealth Management Private Banking solutions, please contact us to arrange a discussion today.