Rebecca Henri, CFP, TEP
Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management
Rebecca is recognized as an experienced and proven expert in the field of comprehensive financial planning within Canada’s leading wealth management firm. Over many years she has helped countless high-net-worth families understand how to deal with complex tax, estate, retirement and business succession planning decisions, and most importantly, how to help clients accomplish their stated objectives with their wealth.
Rebecca holds a CFP designation which is the industry recognized gold standard for financial planning. In addition, she holds the TEP designation as a member of the Canadian association of the Society of Trust and Estate Practitioners, a worldwide organization of professionals who practice in the areas of wealth structuring, tax planning, estate planning, insurance planning, philanthropy, business succession planning, and the intergenerational transfer of wealth.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
To schedule a meeting with Rebecca Henri, please contact your advisor.
As a Private Banker with RBC Wealth Management, Private Banking, Shannon provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Halton, Shannon works with a select number of clients across the GTA to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, she can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.
Shannon offers an extensive background in client relationship to her role as Private Banker. She draws on over 20 years of experience within RBC, consisting of a wide range of Wealth Management and Commercial Banking backgrounds.
A graduate of Dalhousie University Rowe School of Business, MBA and a graduate of Ontario College of Art, Shannon has continued to deepen her knowledge and expertise with key industry designations such as Personal Financial Planner and Canadian Securities Course credentials from Canadian Securities Institute.
Away from the office, Shannon lives in Oakville, enjoys cycling with her family, spending time outdoors with her dogs, gardening and travelling.
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.