John N. Catalano, CFA

Vice-President & Portfolio Manager

905-469-7030 | Email me
905-469-7005 | Connect
1-800-567-5615

John's 30 years of investment industry experience has been highlighted with numerous distinctions: between 1986 and 1994 he consistently ranked among the best investment analysts in Canada, and in 1996 he was named one of the top advisors to institutional investment managers in the country. John is a CFA Charterholder (1987) and licensed to provide discretionary investment management.

Ryan Kunzel, CFA, CPA, CA

Associate Advisor

905-469-7024 | Email me

Ryan began his career working in Enterprise Risk Services (ERS) at Deloitte. After earning his Chartered Accountant (CPA, CA) designation with Deloitte, he joined John's team in January 2015. Ryan conducts market and investment research, assists with ongoing client reviews, prepares comprehensive financial plans for clients using RBC's proprietary software, myGPS, and handles trading for discretionary portfolios. Ryan has a degree in Finance and Accounting from the University of Western Ontario and is a CFA Charterholder.

Krista Thalassinos, CIM

Associate

905-469-7028 | Email me

As a fully licensed Associate, Krista works directly with John and plays an integral role in the day-to-day administration of his portfolios.  She has over 25 years experience in the financial services industry and has completed numerous financial accreditations, including the Chartered Investment Manager (CIM). Krista has been a valuable member of our team since 2008.

Sarah Williams

Associate

905-469-7032 | Email me

Sarah is a fully licensed Associate and has been with our team since April 2015. Sarah is eager to help with any administrative or documentation related questions you may have. While relatively new to the investment industry, her dedication to accuracy and her positive attitude make a great contribution to the team's commitment to client service excellence.

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.