Financial Planning Specialist,
Wealth Management Services RBC Dominion Securities Inc.
Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001. Prior to joining RBC, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations. Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.
At RBC Dominion Securities, 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. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to the next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, we are pleased to offer this invaluable service to you on a complimentary basis.
Shannon Row-Ewing, BA, LLB
Will & Estate Consultant
Wealth Management Services, RBC Dominion Securities Inc.
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 LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section ( Ontario) and the Oxford Law Society.
We are pleased to offer you a complimentary Will & Estate Planning consultation with Shannon our Will & Estate Consultant. Shannon works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Daniel Bertrand, BA, PFP
Private Banker, RBC Wealth Management
Daniel brings 12 years of financial services experience to his role as Private Banker, in which he delivers personalized, discrete banking, credit and financial counsel to select clients. Daniel creates sophisticated banking packages and a full suite of personalized credit solutions for his clients and their families. To ensure personalized service and attention to detail, Daniel only works with a limited number of clients. Daniel graduated with honours from Wilfrid Laurier University with a bachelor's degree, and also holds the Personal Financial Planner (PFP) designation. Born in Montreal and raised in Kitchener, he is active in his community as well as outside the office keeping busy with his wife and three young children.
Estate and Trust Advisor, RBC Wealth Management Services
Susan brings more than two decades of financial services experience to her role as Estate and Trust Advisor in RBC Dominion Securities branches throughout Western Ontario. Ms. Macdonald provides estate and trust solutions for named executors and families. She helps executors meet their immediate needs, and then works with them to understand the estate settlement as a whole. An expert in RBC's Agent for Executor offering, Ms. Macdonald then helps her clients identify where they might benefit from additional support, from help with specific tasks to carrying out the entire estate settlement process on their behalf.
Ms. Macdonald holds her Specialist, Trust Institute (STI) and Member, Trust Institute (MTI) designations, and has completed the Canadian Securities Course.
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