Our Partners

As a Premier Banking Advisor, Jennifer provides service and tailored advice to help clients save time and effectively manage their day to day banking needs. She works as a single point of contact and partners with Investment Advisors in Stratford, Woodstock and London.

With more than 17 years' experience in financial services with RBC, she is respected by her client's, peers and the industry, and has received top performer recognition.

Jennifer has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, Ontario College Certificate for Travel & Tourism and received top Honours, and has also completed courses with the Ontario Business Management Development Program through Conestoga College.

She is committed to giving back to her community and has volunteered for the Stratford House of Blessing, currently on their Charity planning committee and several other charities and community events organized by RBC.

For nearly 40 years, Steve has helped families and business owners develop a framework applying integrated wealth planning solutions. Both clients and their advisors trust in his extensive experience utilizing a values-based approach to develop solutions centered around their needs. His approach to insurance planning differs from others and recognizes each individual's unique situation.

Focused on planning and educating clients about their options, they are informed and empowered to make decisions best suited to their wealth management goals. Steve then takes the time to evaluate offerings from Canada's top insurance providers while partnering with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.

Whether providing protection during income earning and business building years, preserving capital or transferring accumulated wealth, Steve is there to implement solutions that address your needs in a tax-efficient manner.

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 graduated from the University of Guelph with a Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.

Shannon lives in Woodstock, Ontario with her husband and three kids.