Scott brings his 25 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 Wealth Management 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 a 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 a 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.
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 an Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada and the Oxford Law Society.
Shannon lives in Woodstock, Ontario with her husband and three kids.
Thomas Seah, CLU, BA (Econ)
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.
Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.
Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
As a Senior Trust Advisor, Susan Macdonald serves clients throughout Western Ontario and is located in the Hamilton office. With a career focused on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs. She provides a wealth of knowledge relating to trusts and their administration. Susan has continued to deepen her knowledge and expertise with key industry designations such as Member, Trust Institute (MTI) and Trust and Estate Practitioner (TEP) designations. /p>
Susan works with individuals, families and businesses to provide customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a power of attorney, Susan can help.
With more than 20 years of industry experience, Susan brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Susan understands that no two clients are the same and so together with her RBC Royal Trust partners she can find the solution that’s right for you.
As a Premier Banking Advisor Caroline provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Caroline works as a single point of contact and partners with Investment Advisors and Counsellors across Waterloo, Cambridge, Guelph and Orangeville and provides banking and credit solutions for select clients of Wealth Management Canada and their families.
With 10 years of experience in financial services with RBC, Caroline is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients achieving their goals.
She's an Honours graduate from Durham College and University of Ontario Institute of Technology and holds a holds a Diploma in Business Administration with a major in Operations Management.
Caroline is deeply committed to giving back to her community; she has taken the lead in various RBC fundraising initiatives such as "Coats for Kid's" and the "United Way Backpack Drive". As well, she has also been a strong supporter and advocate of the Durham Humane Society by taking animals in need into her home.
Born and raised in London, Ontario, Caroline enjoys travelling to various destinations in the Caribbean as well as her family country of origin, England. On her spare time, she loves to spend time with her animals, cooking for her family and gardening.