As a Premier Banking Advisor, Jennifer provides service and tailored advice to help clients save time and effectively manage their day to day banking needs. She works as a single point of contact and partners with Investment Advisors in Stratford, Woodstock and London.
With more than 17 years' experience in financial services with RBC, she is respected by her client's, peers and the industry, and has received top performer recognition.
Jennifer has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, Ontario College Certificate for Travel & Tourism and received top Honours, and has also completed courses with the Ontario Business Management Development Program through Conestoga College.
She is committed to giving back to her community and has volunteered for the Stratford House of Blessing, currently on their Charity planning committee and several other charities and community events organized by RBC.
As a Premier Banking Advisor, Carol provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Carol is a single point of contact and partners with Investment Advisors in London, Stratford and Woodstock.
Carol has 7 years of experience at RBC; At RBC she has had a career in insurance and the financial industry. Carol is greatly respected by her clients, peers and the industry and has enjoyed the success in assisting clients achieving their goals.
Carol graduated with a Diploma as a Law Clerk and obtained accreditation providing a long standing career in Insurance and within the Financial Industry. Carol has received top honours both academically within the RBC organization.
Carol was born in Collingwood but has resided in London throughout most of her life. Carol has raised a family here in London and considers this home base. In her spare time, Carol has been on various board committees as a volunteer and most recently has raised funds for The Arthritis Society and the Red Shoe Society at Ronald McDonald House.
As a Premier Advisor with RBC Wealth Management Private Banking, Marie provides personal service and tailored advice to help high-net-worth clients save time and effectively manage their day-to-day banking needs.
Working as a single point of contact, Marie accesses and collaborates with specialists from across RBC to provide a complete, seamless range of complementary services to support the individual short and long term goals of our Wealth Management clients in the London, Woodstock & Stratford area.
With tenured experience as a Financial Advisor with RBC, Marie was able to achieve top recognition for Southwestern Ontario for her contacts with clients. She focuses on delivering an exceptional advice experience for high-net-worth households working directly with our Wealth Management partners.
Marie has achieved her Certificate in Financial Services Advice from the Canadian Securities Institute, and Ontario College Certificate of Graphic Design Production from Mohawk College of Applied Arts & Technology.
She is committed to giving back to her community and has volunteered with the Stratford House of Blessing, and several other charities and community events organized by RBC.
As a Private Banker, Darrel collaborates with a variety of partners throughout RBC to deliver tailored, personalized banking packages and high-end credit vehicles. These packages may include specialized wealth management, business owner and estate planning, and domestic and international trust structures. Darrel brings many years of experience in financial services to his role as Private Banker, including Commercial Banking and Public Accounting.
Shannon Row-Ewing, BA, LL.B
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Shannon worked in private practice for ten years before joining RBC in 2010.
She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.
Shannon lives in Woodstock, Ontario with her husband and three kids.
Stephen Wiffen, CLU, CH.F.C.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
For nearly 40 years, Steve has helped families and business owners develop a framework applying integrated wealth planning solutions. Both clients and their advisors trust in his extensive experience utilizing a values-based approach to develop solutions centered around their needs. His approach to insurance planning differs from others and recognizes each individual's unique situation.
Focused on planning and educating clients about their options, they are informed and empowered to make decisions best suited to their wealth management goals. Steve then takes the time to evaluate offerings from Canada's top insurance providers while partnering with your professional advisors to ensure you receive high-quality, cost-effective insurance solutions.
Whether providing protection during income earning and business building years, preserving capital or transferring accumulated wealth, Steve is there to implement solutions that address your needs in a tax-efficient manner.
Matthew Knapp is a Chartered Professional Accountant, (CPA, CA). He is a graduate of Brock University, with an Honours Bachelor of Accounting degree. He has successfully completed all three levels of the Chartered Professional Accountants of Canada's In-depth Tax Program and the Chartered Professional Accountants of Canada's In-depth Corporate Reorganizations Program.
His extensive background includes working at one of the major global accounting firms, where he specialized in tax minimization, appropriate tax planning for corporate and personal clients, and business restructurings. Matthew's diverse client portfolio has included high-net-worth individuals, private corporations, trusts, and partnerships.
In his current role at RBC, Matthew supports your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax, and retirement planning concerns you might have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Matthew Knapp, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Grant Henri, PFP, F.Pl., TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).
Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.