Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.
Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.
Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
Charmaine Fitzgerald
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor, Charmaine Fitzgerald provides banking and credit solutions to select high-net-worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors across the Toronto region, and provides personalized service and tailored advice to efficiently and effectively manage their day-to-day banking needs.
With 15 years of experience in financial services with RBC, Charmaine is respected by clients and industry peers, having received top performer recognition multiple times.
Charmaine is deeply committed to giving back to her community, and has volunteered with the RBC Blue Water Project, Ronald McDonald House and Out of the Cold, helping to feed the homeless at Beaches United Church.
Born in Trinidad in the West Indies and raised in Winnipeg, Charmaine holds the Managerial and Financial Leadership Diploma from the University of Winnipeg and a Registered Nursing Certificate from the Centennial College of Applied Arts.
She currently resides in Toronto with her husband and son, and when she isn’t hard at work for her clients, you’ll find her travelling, riding her bike, catching up on world news and looking for new ways to help her clients achieve their financial goals.
Kelly Rivard, LL.B, CFP, TEP
Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA in-depth tax course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
