The specialization you require to achieve comprehensive wealth planning

We collaborate with partners in retirement planning, Wills and estate consulting, and financial planning – alongside your existing lawyers and accountants – to manage your wealth through a “family office” approach.

RBC Wealth Management

Advisor

Suzanne Schultz, CPA, CA, CFP, CLU

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Prashant Patel, CFP, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Joel Cuperfain, CLU, BA, LL.B, LL.M, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


RBC Family Office Services

Advisor

Jennifer Janeczko, M.Tax

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Alessandra Prioreschi, MA, JD

Will & Estate Consultant, Family Office Services, RBC Wealth Management


RBC Royal Trust

Advisor

Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust


RBC Private Banking

Advisor

Shannon Cleary

Private Banker, RBC Private Banking


Advisor

Tamara Peso

Private Banker, RBC Private Banking


Discover why our clients become clients for life

Get in touch with our team today

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