Our extended team

As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.

Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.

Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.

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.

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.

As a Senior Will and Estate Advisor in southwestern Ontario, Chelan Mansour brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to develop a comprehensive and effective estate plan.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Chelan can help craft a tailored estate plan that meets their individual needs.

Chelan is a graduate of the University of Leicester, in the U.K., where she obtained her law degree (LL.B.). Upon returning to Canada, she earned a Master of Laws (LL.M.) from Osgoode Hall Law School and has continued to deepen her knowledge and expertise in estates and trusts as an affiliate member of STEP Canada.

Before joining to RBC Royal Trust, Chelan worked in private practice focusing on estate planning and administration. The combination of her professional experience and commitment to providing practical guidance with clarity and comfort make her an invaluable resource for both clients and their financial advisors.

As a Premier Advisor with RBC Wealth Management Private Banking, Marian provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Working as a single point of contact, Marian will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Waterloo/Guelph-Cambridge-Orangeville area.

Marian draws on 16 years of experience within RBC. She was recently a Financial Advisor in our North Guelph community for 8 years and prior to that, she worked at Dominion Securities for 2 years as an Investment Advisor Assistant. She had the opportunity to engage in several aspects of our retail growth and client retention helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.

Marian has successfully attained her Bachelor's Degree in Psychology and currently holds accreditations through the Canadian Securities Institute which includes IFIC, PFSA and FP1. Her focus is to deliver an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.

Marian resides in Guelph with her husband and 2 children.