Financial Planning
Will & Estate Planning
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.
High Net Worth Financial Planning
Grant Henri, PFP, F.Pl., TEP, CFP
Vice President, Business Owner Specialist, RBC Family Office Services
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 35 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management,
he has taught Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
Estate & Insurance Planning
Suzanne Schultz, CPA, CA, CFP, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Suzanne's focus is to protect and enhance family and business wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. Along with professional designations, she has completed the CICA's In-Depth Tax Course. She was featured as an expert on BNN and HGTV's House Poor and has contributed to the Globe and Mail, National Post and co-authored 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your unique financial situation and collaborates with your other professionals to uncover where you might be exposed to excessive taxes and risk. This planning is essential for business owners, professionals, executives and those with charitable goals.
Royal Trust
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.
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.
Angus Fraser brings 18 years of financial services experience to his role as Private Banker in which he delivers services designed for business owners, wealthy families, executives and professionals who prefer to work directly with a trusted advisor and team that understands their unique needs.
Together with his team, Angus is able to develop deep personal relationships with his clients and their families. He will collaborate with a variety of partners throughout RBC to create and deliver tailored, personalized investment solutions, banking packages and complex credit structures. As per each client's unique circumstance, these packages may include specialized wealth management planning, business owner planning, estate planning and tax minimization strategies. Through this customized experience, his clients are able to simplify the many details of their financial lives and focus on what matters most to them.
Angus has received many performance awards throughout his career in financial services. He is a recent winner of the exclusive Regional Performance Award in Private Banking and for three years in a row has been one of the top Regional Managers in Canada at RBC.
Angus and his wife Mina reside in Oakville and have 1 child John. Angus is a life-long Oakville resident having grown up in South East Oakville attending Brantwood, New Central, Appleby College and OT. He is passionate about his community and has been an active coach with the Oakville Rangers Hockey Club for the past 7 years and supports other local charities and causes.