Our Extended Team
Suzanne Schultz, CPA, CA, CFP®
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.
Murray Shapiro, BA, LL.B, TEP
Vice-President, High Net Worth Planning Services, RBC Wealth Management
Murray has been providing advice and technical support in relation to high-net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.
Murray’s expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
Before joining RBC’s Canadian Wealth Management Services team in 2008, Murray worked with RBC’s Global Private Banking group as the senior resource in their global trust business for over 13 years.
Prior to joining RBC, Murray practised law for six years in the areas of estate and tax planning, as well as various areas of business law.
Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980.
She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.
Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC.
She is a member of the Society of Trust and Estate Practitioners (STEP).
Jim specializes in providing cross border tax planning. He joins RBC Wealth Management Services having recently retired from KPMG LLP after 33 years of services.
Most recently, he was a partner and the Practice Leader of KPMG’s International Executive Services (“IES”) practice in Canada, where he provided cross border tax and consulting services to employees, their employers, high net worth individuals and individuals with investments outside their home country. Jim was a member of the KPMG IES Global Steering Group which establishes strategies, policies and procedures for KPMG’s global IES practice.
Jim was also the practice leader for Global Wealth Services (“GWS”), which provides U.S. and Canadian income, trust and estate planning services to executives and high net worth individuals.
Prior to relocating to Toronto in June 1993, he worked in New York, Hong Kong and Miami where he served U.S. based clients expanding internationally and foreign-based clients from Canada, Europe, Asia and Latin America expanding into the U.S. He and his wife, Suzanne, moved to Colorado during 2014 where he continues to practice cross border tax planning.
As both a Canadian Chartered Professional Accountant and a U.S. Certified Public Accountant, Jim is uniquely prepared to provide international tax consulting services. Furthermore, having been an expatriate himself for over twenty-seven years, he is “intimately” aware of the cross border tax issues.