Discover a collaborative and comprehensive approach

 

We draw on the expertise of our extensive RBC network to provide you with a fully integrated family office experience – and we’re happy to work alongside your existing professionals as well.

Advisor

Mark Chan, CPA, CA, CFP

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


Advisor

Jennifer Janeczko, M.Tax

Financial Planning Specialist, Family Office Services, RBC Wealth Management


Advisor

Suzanne Schultz, CPA, CA, CFP, CLU

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


Advisor

Sara Bond, BA (Hons), LL.B, LL.M

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


Advisor

Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust


Advisor

Angus Fraser

Private Banker, RBC Royal Bank


Two people examining a tablet.

Our experience working with Paul’s team has been very positive, and we appreciate the regular reviews, valuable seminars, and steady progress toward our goals. Paul has also created a seamless remote experience despite us being located across the country and has been able to provide us with valuable recommendations to local professionals in our area.”

— Greg H. & Debbie Y., clients for over 5 years

Your wealth tells a story – of hard work, careful planning, and dreams for the future.

 

At Kuno Family Wealth, we’re dedicated to helping you write the next chapter.

Contact us