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.
Prashant Patel, CFP, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
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.
Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
A former tax lawyer with over 25 years of experience in the insurance industry, Joel brings a unique perspective to the estate planning needs of his clients. Joel works closely with you and your team of professional advisors to develop and implement tax-efficient strategies to help you achieve your wealth management goals.
Joel received his BA (Economics) from Brandeis University, his LL.B from the University of Toronto and LL.M in Tax Law from Osgoode Hall Law School. He is a Chartered Life Underwriter (CLU) and a member of the Society of Trust and Estate Practitioners (TEP). Joel is a frequent speaker at industry and professional conferences. His articles have appeared in numerous publications including the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of the leading text on tax planning with life insurance, Canadian Taxation of Life Insurance.
Jennifer Janeczko, M.Tax
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001.
Prior to joining RBC in 2015, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations.
Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.
Alessandra Prioreschi, MA, JD
Will & Estate Consultant, Family Office Services, RBC Wealth Management
After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of
a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.
Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.
Complimentary Will & Estate planning consultation
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Alessandra, a Will & Estate Consultant.
Alessandra works closely with your advisor to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Alessandra will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
To schedule a meeting with Alessandra Prioreschi, please contact your advisor.
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.
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.
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 private banker with RBC Wealth Management, Tamara Peso provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families across Oakville, Burlington, and the Greater Toronto Area.
Together with her team, Tamara develops deep personal relationships with her clients and their families. She addresses their often-complex banking, credit and wealth management needs by providing tailored, seamless banking and financial solutions. When necessary, Tamara accesses specialists across RBC to provide a range of complementary services from investment management to estate, legacy and tax planning. Her goal is to understand clients, enhance and simplify their financial lives, and allow them to focus on what matters most to them.
Tamara offers an extensive background in client relationships to her role as private banker. She draws on over 10 years of experience within the financial service and hospitality industry; she spent several years as a senior commercial lender with Royal Bank of Canada and Business Development Bank of Canada and worked in management positions at both Mortgage Network (USA) and Marriott Corporation (USA).
She is a Dean's list graduate from the Richard Ivey School of Business, studied at Universita Commerciale Luigi Bocconi in Italy, holds her IFC, and is working towards her Personal Financial Planning designation.
Away from the office, Tamara lives in Burlington, is a mom to two school-aged girls (Siena and Lyla), and enjoys running, biking, reading and travelling. Tamara is passionate about people and her community and volunteers as a hockey trainer for Burlington Barracudas Girls Hockey.