Our Partners

As a Private Banker with RBC Wealth Management, Private Banking, Eddie Urquhart provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Mississauga and the Greater Toronto Area.

Mr. Urquhart has been in financial services for over 14 years. Prior to joining Private Banking, he was a Financial Planner with RBC Royal Bank, and worked closely with his clients in Brampton and the surrounding area to assist them in comprehensively addressing their financial affairs.

Now, working as part of a team with Private Banker Brad Jacques, Mr. Urquhart works closely with his clients to provide seamless, unparalleled banking and financial solutions for clients with often-complex banking and credit needs. As needed, he partners with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, domestic and international trust services.

Mr. Urquhart holds a bachelor of commerce degree from St. Mary's University in Halifax, Nova Scotia. He has also earned the Personal Financial Planner (PFP) designation from the Canadian Securities Institute, which gives him insight into the ongoing needs of his clients – both from a planning and a taxation perspective.

Mr. Urquhart is originally from New Glasgow, Nova Scotia, where in the past he held the title of Chess Champion for Atlantic Canada.

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.

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.