Will & Estate Specialist
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.
She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Wealth Management in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has completed Parts I and II of the CICA In-Depth Tax Course.
Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Financial Planning Specialist
Susannah Musselman, CPA, CA, CMA, CFP
Vice-President & Financial Planning Specialist, RBC Wealth Management
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner. She graduated with a Bachelor of Arts from the University of Waterloo, specializing in Chartered Accountancy.
Prior to joining RBC, Susannah provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Susannah uses a holistic approach to helping clients address all areas of their financial planning.
Susannah’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive Compass Financial Plans.