Allain Wealth Extended Team

Scott brings his 33 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 Family Office 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 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 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.

Depuis

Depuis près de 40 ans, Steve aide des familles et des propriétaires d’entreprise à élaborer un cadre appliquant des solutions de planification de patrimoine intégrées. Les clients et leurs conseillers se fient à sa vaste expérience dans l’utilisation d’une approche fondée sur les valeurs afin d’élaborer des solutions axées sur leurs besoins. Steve a une approche de la planification de l’assurance bien à lui qui reconnaît la situation unique de chaque personne.

S’employant à planifier et à informer ses clients quant à leurs options, Steve permet à ses clients de prendre des décisions éclairées et les plus appropriées à leurs objectifs de gestion de patrimoine. Steve prend ensuite le temps d’évaluer les soumissions reçues des principaux assureurs du Canada, tout en collaborant avec vos conseillers professionnels afin que vous receviez des solutions d’assurance avantageuses et d’excellente qualité.

Qu’il s’agisse d’offrir une protection durant les années où l’on gagne des revenus et l’on bâtit son entreprise, de préserver le capital ou de transférer le patrimoine accumulé, Steve est là pour mettre en place des solutions qui répondent à vos besoins de manière fiscalement avantageuse.

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 a Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.

Shannon lives in Woodstock, Ontario with her husband and three kids.