Our RBC Partners

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
Taxation: Implementing strategies to help reduce your family’s tax burden
Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
Estate and trusts: Efficiently transferring your wealth to the next generation
Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
Charitable giving: Helping you maximize your charitable legacy

Will & Estate Specialist

Kelly Rivard, LL.B, CFP, TEP

Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management

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 Dominion Securities 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.

Estate Planning Specialist

Tracey Goldie, CLU

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

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012 after spending 13 years with a leading life insurer, focused on providing insurance solutions expertise and product marketing. In addition, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

Financial Planning Specialist

Susannah Musselman, CPA, CA, CMA

Vice-President & Financial Planning Specialist, Family Office Services, 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.