Financial Planning Specialist, RBC Wealth Management
Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.
Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.
Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.
Vice-President, High Net Worth Planning Services, RBC Wealth Management
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 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching 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.
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.
Will & Estate Consultant, RBC Wealth Management
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.
Will and Estate Advisor, RBC Royal Trust
As a Will and Estate Advisor for the Ontario & Atlantic region, Stephen brings an approach to estate planning that centers on understanding and addressing the unique needs of each client. He works collaboratively with both the client and their trusted advisors to help craft a comprehensive and effective estate plan that meets their particular needs.
Stephen first graduated from the University of Western Ontario with a degree in Economics and Finance, before spending 15 years as a small business owner in the field of hospitality. In 2006, Stephen returned to Western, where he earned his Juris Doctor from the Faculty of Law. During his time at law school, Stephen completed the Tax stream of concentration, and earned the James McKee Award for Excellence in Taxation. Upon graduation, Stephen articled with a national law firm in Toronto. After being called to the Bar for Ontario, Stephen ran his own general law practice for five years, with a focus on estates. He then joined a major Canadian financial institution in Toronto as Counsel and Senior Will and Estate Consultant with their Private Wealth Management division, before joining RBC in 2016.
Stephen is a member of the Society of Trusts and Estates Practitioners (STEP), and has successfully completed his Life License Qualification Program (LLQP) in insurance, as well as the Canadian Securities Course.
He enjoys being a Dad to his three sons, golf, running, and being an amateur chef.
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Oakville and Burlington, Scott Saunders works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With over four years of experience in financial services with RBC, Scott has quickly become a respected member of the banking community in which he works. Through a dedicated approach to client service and as acting digital enablement champion, he also dedicated time to act as a mentor to other Advisors.
Scott is committed to giving back to his community and volunteers with “Outside Looking In”, an Indigenous youth program to give Canadians an opportunity to learn about indigenous culture through the arts and dance. He also volunteered with Ronald McDonald House Toronto helping to put together packages of food to help families who have a child that is seriously ill at a nearby hospital.
Born and raised in Mississauga, Ontario, Scott holds a Bachelor of Arts Degree in Economics from Brock University. He also studied culinary arts before entering the financial industry.
Scott currently resides in the Oakville area and spends his spare time playing hockey, golf, snowboarding and traveling to as many new places as possible.