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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.

RBC Private Insurance offers customized protection on high-value homes, vehicles, watercrafts, collections, and more.

As a Private Client Insurance Specialist, Melissa will conduct a Personal Risk Assessment to provide holistic advice. She will work closely with you to customize your High Net Worth coverage to your unique needs and lifestyle.

Prior to joining RBC Private Insurance, Melissa worked with the RBC Insurance retail division for over a decade. Her main focus was to offer a superior client experience whilst matching her client needs with protection of assets. This led her to winning many accolades including the coveted RBC Insurance President’s Club medal.

Melissa holds the prestigious Chartered Insurance Professional (CIP)Designation which is the benchmark of insurance professionalism from the Insurance Institute of Canada.

Michael has been in the Wealth Management Industry since 1997 where his primary area of focus has been in investment advisory and wealth advisory services. Michael joined RBC Wealth Management in 2020 as Vice President, Private Wealth Consultant; a role in which he will support advisors and fellow professionals in engaging enterprising families in broader discussions with respect to their family, their businesses and their wealth.

Prior to joining RBC Wealth Management Michael held several progressive roles at other financial institutions. Michael was the former Head of HNW Wealth Planning Services at another Canadian financial institution where he was involved in the development of: financial planning software, a HNW service delivery model, specialized planning services including the introduction of business advisory and cross border wealth planning.

Michael’s experience in conjunction with his completion of many industry leading designations suit him well as he helps initiate client discussions on family governance, family business succession, and legacy. Michael is dedicated to working as part of a multidisciplinary team guiding enterprising families to greater success.

Michael is committed to ongoing personal and professional development and is a continuous lifelong learner. Michael’s greatest skill comes in his ability to listen and work effectively with his peers at any level.

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.

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.

As a Senior Trust Advisor, Manish Gosrani is responsible for managing a complex book of accounts. He works with individuals, families and businesses throughout Toronto and the GTA 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, Manish can help.

Manish has more than 25 years of wealth management experience in Canada and the UK. He holds a Bachelor of Law degree (LL.B), is a Certified Financial Planner (CFP) and is working towards his Trust and Estate Practitioner (TEP) designation to further strengthen his industry knowledge and expertise.

Manish has a deep understanding of priorities and needs of wealth advisors and delivers well balanced advice by staying abreast of product, industry, investment, tax and legislative developments. With a career focused on building client relationships, he 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. He is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate, trust and philanthropic plans