Estate Planning Specialist
Steve works with Lance's clients to help protect everything they have worked so hard to build through innovative insurance-based strategies that minimize the impact of taxes on your estate.
Steve employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Steve will partner with your other professional advisors in the development of appropriate solutions.
Steve can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation, and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Steve evaluates various insurance offerings from Canada's top-ranked insurance providers.
Will and Estate Consultant
In appreciation of your valued business relationship with us, Lance is pleased to offer you a complimentary Will & Estate consultation with Shannon. Shannon can help you address your various estate planning concerns, and recommend the steps you need to take to achieve your goals - whether it's updating your Will, creating a trust, or setting up a charitable foundation.
Shannon works closely with Lance to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Shannon worked in private practice for ten years before joining RBC in 2010. She specialized in the areas of Wills & estate planning, estate administration, and real estate. Shannon received her LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society.