Will and Estate Consultant
Shannon works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.
Shannon worked in private practice for ten year before joining RBC Dominion Securities in 2010. She specialized in the areas of Wills & Estate planning, Estate Administration and Real Estate.
Shannon graduated from the Univesity of Guelph with a Honors B.A. and received her LLB for the University of Toronto in 1998. She is a Member of lthe Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society.
Rick Squires is a valuable member of our team, helping our clients create and preserve their wealth.
Rick employs a comprehensive process to assess clients needs and then recommends creative, tax-exempt insurance products that will help our clients acheive their wealth management objectives. For more complicated situations, Rick will partner with clients other professional advisors in the development of appropriate solutions.
Rick can focus on both personal and corporate insurance solutions to help increase clients net worth and reduce the impact of taxation. He can also ensure your wealth in transferred to your heirs in accordance with your wishes. To help in this endeavour, Rich has access to insurance solutions from the top-ranked insurance providers in Canada.
Rick began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, and Chartered Financial Consultant and Registered Trust and Estate Practitioner.
Stephen Cecile, CPA, CA
Financial Planning Specialist
Stephen attended the University of Windsor where he completed a Bachelor of Commerce degree with a concentration in Accounting. He is a Chartered Accountant and prior to joining RBC Dominion Securities he worked for a public acconting firm as their tax Manager. During this time, Stephen specialized in providing an array of tax planning and preparation services, including U.S. cross-border tax compliance, to both individuals and privately owned corporations.
Stephen is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accounts of Ontario and has completed Parts I and II of the Canadian Institute of Chartered Accountants' In-Depth Tax Courses.
As a Financial Planning Specialist at RBC Wealth Management Services, Stephen's role if to work with and support your advisor in preparing comprehensive Compass Financial Plans for clients.
Financial Planning Consultant
Prior to joining RBC Dominion Securities, Phil held a role with an investment firm incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies. Phil's academic and professional qualifications include and Economics degree, and Diplomas in Finance and Insurance. Phil is a Certified Financial Planner, Fellow of the Canadian Securities Institute, and holds Financial Management Advisor and Canadian Investment Manager Designations. Phil and your advisor offer your comprehensive financial planning which addresses your issues and concerns, and helps you to clarify your objectives. Phil guides clients through a comprehensive financial planning process to deliver a tailored, overall strategy designed to satisfy immediate concerns, as well as long-term security.
COMPREHENSIVE FINANCIAL PLANNING
Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning that will assist you in maximizing your situation and achieving your goals.