- Create your family legacy
- Estate planning checklist
- Estate planning
- Optimize your business
- Business owners
Will & Estate Specialist
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983. She was called to the Ontario Bar in 1985.
Following her call to the Bar, Mary was in private practice for 24 years, specializing in the areas of will and estate planning, estate administration, real estate and corporate law. Since 2011, she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary joined RBC Wealth Management in October 2016.
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
Business Owner Specialist
As a Business Owner Specialist, High Net Worth Planning Services, Mark, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Mark spent over 14 years in the Private Company Services tax group of a Big 4 accounting firm in Toronto. Acting as a trusted business advisor for Ultra High Net Worth families, Mark was responsible for the creation and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes.
Mark is a Chartered Professional Accountant, Chartered Accountant, Certified Financial Planner, Chartered Life Underwriter and a Trust and Estate Practitioner. He has completed the Society of Trust and Estate Practitioners Advance Certificate in Family Business Advising, all three levels of the CPA Canada In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark is currently a member of the Gift Planning Advisory Committee for Queen’s University. He has also served as Chair of the Board of Evaluators for CPA Ontario, Vice President and Treasurer for the Boys and Girls Clubs of Ontario and was the Ontario representative for the International Qualifications Appraisal Board of CPA Canada. In recognition of his outstanding contributions to the community, Mark was selected as a recipient of the RBC Global Citizen Award in 2019. He obtained his Bachelor of Commerce (Hons.) from Queen’s University.
Estate Planning Specialists (Insurance)
Rick Squires, CLU, CH.F.C., TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
The power of what we do.
“I wasn’t long in my career before I delivered a cheque from a policy I’d consulted on. My colleagues told me that once I did that, I would understand why I was in this business. They were right.”
Thirty-five years later, Rick does what he does because he has witnessed the power of properly structured estate planning solutions to ensure one’s legacy and change the lives of others.
Unsurprisingly, Rick has accumulated a great deal of estate planning knowledge. But the most important thing he brings is experience. That’s the difference he and Associate Estate Planning Specialist Lynn Prudom offer as a team: a deep ability to support advisors and their clients that can only come from more than 35 years of working with clients in almost every situation.
Estate & Trusts Specialist
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations.
Susan 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, Susan can help.
With more than 20 years of industry experience, Susan 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. Susan understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
Financial Planning Specialist
Albert attended the University of Waterloo where he completed an Honours Bachelor of Science degree in Science and Business and a Masters of Accounting degree. He is a Chartered Accountant and spent eleven years with a large public accounting firm where he rose to the position of Senior Tax Manager. Prior to joining RBC, Albert was focused on providing professional services to an array of clients, from individuals and their owner-managed businesses to publicly owned entities.
Albert is a member of the Chartered Professional Accountants of Canada, Chartered Professional Accountants of Ontario and has completed as well as tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
Albert believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Wealth Management Services, Albert’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
Premier Banking Advisor
As a Premier Banking Advisor for the Windsor, Sarnia, Chatham area, Chantal Chen works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 17 years of experience in the financial services industry and 12 years with RBC, Chantal is respected by her clients, her peers in the industry, and has enjoyed success in several different roles. Prior to this role, she worked as Branch Manager, Manager Credit Adjudication Central Canada and as a Senior Account Manager Business Markets.
Committed to giving back to her community, Chantal has volunteered as part of the Board of Directors for the Sarnia Lambton Chamber of Commerce. She also participated in the Weekend to End Women's Cancer where she raised over $2,000 and walked 60 kilometers in 2 days.
Born in Burlington, Ontario, and raised in London, Ontario, Chantal has many connections to the Southern Ontario market. She currently resides in the Sarnia area and when she isn't hard at work for her clients, you'll find her paddleboarding on one of Canada's beautiful Great Lakes, or riding a motorcycle. She is an avid traveler and cultural explorer.