Stephen Wiffen, CLU, CH.F.C.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
For nearly 40 years, Steve has helped families and business owners develop a framework applying integrated wealth planning solutions. Both clients and their advisors trust in his extensive experience utilizing a values-based approach to develop solutions centered around their needs. His approach to insurance planning differs from others and recognizes each individual's unique situation.
Focused on planning and educating clients about their options, they are informed and empowered to make decisions best suited to their wealth management goals. Steve then takes the time to evaluate offerings from Canada's top insurance providers while partnering with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.
Whether providing protection during income earning and business building years, preserving capital or transferring accumulated wealth, Steve is there to implement solutions that address your needs in a tax-efficient manner.
Alessandra Prioreschi, MA, JD
Will & Estate Consultant, Family Office Services, RBC Wealth Management
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.