With diverse industry backgrounds comes an expansive network of support

We’ve been fortunate to work alongside outstanding members of the investment, banking, and tax planning communities for decades.Today, these vetted professionals make up our extended team as we develop your big-picture wealth strategy, and protect your family, business, or farm for the long term.

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RBC banking partners

With 18 years as a Private Banker, Jeremy Bridger's unique perspective and close relationships at RBC Private Banking make a meaningful difference in the lives of our clients. We harness and apply these collective insights to expertly support even the most complex banking needs:

  • Private & premier banking services
  • Commercial banking
  • Group savings & employee benefits
  • Lending & mortgage solutions

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High-net-worth planning & business owner planning

We understand that with hard-earned, substantial wealth comes complex planning requirements. Our extended team of business owner specialists and high-net-worth planning specialists provide added expertise in this area, addressing the unique tax, business succession, retirement, and intergenerational planning concerns you face.


Suzanne Schultz, CPA, CA, CFP, CLU

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Family Office Services


Bobby Hinduja, CPA, CA, CBV

Vice-President, High Net Worth Planning Services, RBC Family Office Services

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External network of professionals

We view our role as your single point-of-service for all your financial needs. Often, this entails collaborating with your existing trusted professionals, like your accountant or lawyer. In fact, some of the finest relationships we’ve built in our industry have been through the exemplary individuals our clients have introduced us to.

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Let's chat

Our team’s story is far from over, but we couldn’t be more confident that we’ve already landed where we belong. To share your story and learn how we can help you achieve your financial goals, please contact us today.