Our partners

As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

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 business owners, executives, 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.

Megan completed her undergraduate degree at McGill University, obtained her Bachelor of Laws from the University of Windsor and became a member of the Law Society of Ontario in 1998. For most of the 15 years following her call to the bar, Megan was in private practice, specializing in the areas of complex estate planning and administration, incapacity planning, trust planning and administration and family business succession for high-net-worth families. Megan joined RBC Wealth Management in February 2013. Megan is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners) and has completed Levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax Course. Complimentary Business Owner Planning As a valued client, you are entitled to complimentary business owner consultations with a highly qualified Business Owner Specialist. As your Business Owner Specialist, Megan will work closely with your advisor to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 35 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management,
he has taught Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.

Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.

Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.

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 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.

As a Premier Advisor with RBC Wealth Management Private Banking, Rawan Haddadin provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Working as a single point of contact, Rawan will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Oakville/Burlington area.

Rawan draws on five years of experience within RBC, where she has had the opportunity to engage in several aspects of our retail growth strategy, helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.

Rawan successfully attained her Architectural Engineering Degree from the University of Jordan, and when arriving in Canada received her Diploma in Interior Design from the International Career School of Canada. She currently holds accreditation through the Canadian Securities Institute for IFIC, and is focused on delivering an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.

Away from the office, Rawan enjoys cooking and walking her dog Rocky.