RBC partners

Scott brings his 33 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.

Prior to joining RBC Family Office Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner- managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.

Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).

Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.

As a Senior Will and Estate Advisor in southwestern Ontario, Chelan Mansour brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Chelan can help craft a tailored estate plan that meets their individual needs.

Chelan is a graduate of the University of Leicester, in the U.K., where she obtained her law degree (LL.B.). Upon returning to Canada, she earned a Master of Laws (LL.M.) from Osgoode Hall Law School and has continued to deepen her knowledge and expertise in estates and trusts as an affiliate member of STEP Canada.

Before joining to RBC Royal Trust, Chelan worked in private practice focusing on estate planning and administration. The combination of her professional experience and commitment to providing practical guidance with clarity and comfort make her an invaluable resource for both clients and their financial advisors.

Shannon worked in private practice for ten years before joining RBC in 2010.

She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.

Shannon lives in Woodstock, Ontario with her husband and three kids.

As a Premier Banking Advisor, Jennifer provides service and tailored advice to help clients save time and effectively manage their day to day banking needs. She works as a single point of contact and partners with Investment Advisors in Stratford, Woodstock and London.

With more than 17 years' experience in financial services with RBC, she is respected by her client's, peers and the industry, and has received top performer recognition.

Jennifer has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, Ontario College Certificate for Travel & Tourism and received top Honours, and has also completed courses with the Ontario Business Management Development Program through Conestoga College.

She is committed to giving back to her community and has volunteered for the Stratford House of Blessing, currently on their Charity planning committee and several other charities and community events organized by RBC.

As a Premier Advisor with RBC Wealth Management Private Banking, Marie provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.

Working as a single point of contact, Marie accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short and long term goals of our Wealth Management clients in the London, Woodstock & Stratford area.

With tenured experience as a Financial Advisor with RBC, Marie was able to achieve top recognition for Southwestern Ontario for her contacts with clients. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.

Marie has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, and Ontario College Certificate of Graphic Design Production from Mohawk College of Applied Arts & Technology.

She is committed to giving back to her community and has volunteered with the Stratford House of Blessing, and several other charities and community events organized by RBC.

"Estate planning is sensitive so I practice at being the best listener I can be." Focusing on each person, Lynn provides education throughout the wealth management process including the potential risks of unexpected events and how to protect and grow your wealth for future generations.

Along with Adam Bissell, our team offers a holistic approach that emphasizes you are heard and understood regarding your wealth goals and objectives. By focusing on what matters, protecting you, your family and your business, we demonstrate solutions that address your unique needs by helping ensure a lasting legacy for your heirs and charitable organizations.

Having joined RBC in 1996, Lynn was an Investment Associate prior to discovering her passion for insurance solutions in 2009. When not at work Lynn is often found at a ball game, hitting the slopes or snacking on fries under the Bluewater Bridge with her husband and two children.

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.