Kelly Shorer, CIM, FCSI, CIWM

Vice President and Portfolio Manager

905-332-2620 | Email me
905-332-2650

Kelly manages your portfolio and complex financial planning needs, including tax planning, estate planning, trusts and insurance. He draws on over 20 years of wealth management experience to provide discretionary money management and financial solutions for professionals, successful business owners and high-net-worth individuals and their families.

His process relies on a disciplined approach for managing portfolios. With careful oversight of all investment decisions and continuous monitoring of portfolios, Kelly ensures clients’ asset allocation and day-to-day investment decisions reflect their long-term goals.

Kelly is respected by his peers for his collaborative approach to developing and implementing the best possible wealth management plans for clients. He plays an integral role within his team of specialists, which includes banking professionals, legal and tax professionals, insurance and financial planning specialists. By using this approach, Kelly ensures clients receive a complete and comprehensive wealth management experience.

Kelly and his wife, Sandra, along with their children Kristen and Cameron, enjoy activities such as skiing at Caledon Ski Club in the winter, cycling and golfing in the summer.

Debi Cientanni, BA, CFP

Associate Advisor

905-332-2735 | Email me

Debi works alongside Kelly, building client relationships and overseeing our wealth management process. Debi handles matters regarding your financial, tax and estate plan.

As an Associate Advisor with a Certified Financial Planner (CFP) designation, Debi brings over 15 years of financial services experience to the team.  Recognizing that financial matters become more complex as assets grow and life events occur, Debi ensures your plan evolves with your changing needs.

Debi oversees the wealth management process, coordinating meetings and discussions with our extended team of Wealth Management Specialists. She will also provide an overview of your investment portfolio and market commentary. Debi works closely with Kelly, taking the time to get to know our clients and develop trusting relationships.

Originally from the UK, Debi lives in Burlington with her husband and enjoys hiking, trail running and instructing fitness classes.

Heather Spankie, M.Sc.

Associate Wealth Advisor

905-332-2621 | Email me

Heather works closely with Kelly and other team members to provide exceptional client service, helping with our client review process and financial planning activities. Heather is pleased to answer account, trading and tax queries.

With over 19 years of experience, Heather is dedicated to helping clients grow and protect their wealth. Her role bridges wealth management and client service.

Heather works closely with other team members coordinating financial planning, estate, tax planning and insurance activities, as well as providing outstanding client service. She has completed the Personal Financial Planning Course.

Heather lives in Mississauga with her husband and two daughters, and enjoys camping and hiking.

Simone Thomson

Associate

905-332-2633 | Email me

A licensed Associate, Simone is responsible for account documentation and account administration.

Simone provides a seamless experience for our valued clients. Her attention to detail helps all team members provide a high level of client service. Simone also acts as liaison with our head office support team.

Simone lives in Hamilton with her husband and two children.  She enjoys the outdoors and spending time with her family.  Simone is an active volunteer at her children's school and is Treasurer for School Council.

Wealth Management Specialists

Jennifer Janeczko, MTax

Financial Planning Specialist

Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001.

Prior to joining RBC in 2015, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations.

Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.

Catherine Nicholls, LL.B., TEP

Will & Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.

Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate planning with RBC Dominion Securities.

She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.

Suzanne Schultz, CA, CFP

Estate Planning Specialist

Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. 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 companies where she completed her CA designation with an honour roll placing, and completed the CICA In-depth tax course. She has taken numerous courses on tax and estate planning, including masters level courses on U.S. taxes.

Suzanne is the co-author of 78 Tax Tips for Canadians for Dummies, host of the HGTV series House Poor and has been a regular guest on the Business News Network. She has written articles and contributed towards publications for the Globe and Mail, National Post, Toronto Star and Hamilton Spectator.

Suzanne’s areas of expertise include the use of insurance for personal and corporate tax planning, wealth preservation, financial planning, estate planning (including U.S. estate tax) and charitable giving.

Professional partners

RBC Partners

We refer you to our network of partners so you can be confident you will receive the same level of care and service we provide in other aspects of your wealth management plan. Our team can refer you to banking, credit and mortgage, business financing, trust services, and many other experts at RBC. Working with our partners means we can assist in coordinating strategies to avoid duplication of services and fees. Learn more about our partners at RBC here.

Professional Network

We also offer access to our network of professionals within the community, such as lawyers and accountants, to help ensure that the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.