Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.
Prior to joining RBC Wealth Management Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner-managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.
Scott is a member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and a graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).
Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.
Will & Estate Planning
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 an Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada and the Oxford Law Society.
Shannon lives in Woodstock, Ontario with her husband and three kids.
You’re the biggest beneficiary.
Colin Ardill stays humble. Even so, he’s not shy about being a man on a mission: to overturn 150 years of misunderstanding about life insurance, one day at a time.
Most Canadians see only one dimension to life insurance: that it’s of no use to the living. But Colin sees it in three dimensions. There is the death benefit that everyone can see – but life insurance also provides tax-exempt growth, and it allows the holder to spend more money in retirement than they otherwise could. Says Colin: “The person buying the policy is going to be the biggest beneficiary.”
Colin has been in the estate planning business for over 15 years. His core purpose – the heart of everything he does – is to leave everyone he meets better off.
Estate Planning Specialist
As a Trust Officer, Todd serves clients throughout the Toronto and Greater Toronto area. With a career focused on client-facing roles, he is dedicated to his clients and provides a personalized service tailored to their specific needs. Todd works effectively with executors and beneficiaries providing peace of mind knowing there is stability and continuity to the long-term relationships.
A graduate of Bishops University with a BA Honors, Economics, Todd has continued to deepen his knowledge and expertise and is currently undertaking to obtain his Trust and Estate Practitioner designation.
Todd works with individuals, families and businesses 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, Todd can help.
With more than 5 years of industry experience, Todd 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. Todd understands that no two clients are the same and so together with his RBC partners, he can find the solution that’s right for you.