Catherine Nicholls, LL.M., TEP
Vice President, Will & Estate Consultant
Catherine works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Click here for Catherine's bio.
Grant Henri, CFP, PFP, Pl. Fin., TEP
Vice President, Business Owner Specialist
As your Business Owner Specialist, Grant will work closely with your advisor to identify strategies and solutions that are customized to meet your personal and business planning objectives. Tax, business risk, succession, and retirement strategies, some that are particular to the business owner/manager, will be identified, which you would then discuss with your lawyer and accountant.
Click here for Grant's bio.
Suzanne Schultz, CPA, CA, CFP
Estate Planning Specialist
As an Estate Planning Specialist for RBC, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business owners, highly taxed investors, affluent families and other clients. Prior to joining RBC in 2006, Suzanne was the Associate Vice-President of the Tax and Estate Planning Group of one of Canada’s leading multi-family office firms. She was previously a Tax Manager at one of the largest professional services firms where she completed her CPA, CA designation with an honour roll placing. She has taken numerous courses on tax and estate planning, including the CICA In-Depth Tax Course and masters level courses on U.S. taxes.
Click here for Suzanne's bio.