Rick Livingstone Wealth Management Group

Our Extended Team

In addition to investing and money management, we offer assistance with financial planning, insurance strategies, and Wills and estates, as well as access to our RBC banking partners.

Financial planning

Depending on your needs, we can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

Will and estate consultation

A professional Will and estate consultant works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.

Living benefits

A highly qualified insurance specialist works with our team to help you preserve your wealth through a variety of solution, including critical illness insurance, disability income protection and disability business protection.

Our Banking Partners

Mobile Banking

Our specialist provides comprehensive financial management to our clients and their families by designing sophisticated banking, personalized short- and long term lending, and flexible credit packages.

Private Banking

By working closely with our team, our private banker will help to manage all of your cash flow and complex credit requirements. By streamlining your financial affairs, together we'll enable you to take more control of your financial future.

Will & Estate Consultant

Alessandra Prioreschi, MA, JD

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

After completing a Master of Arts degree in English at the University of Waterloo, Alessandra obtained a Juris Doctor from the University of Toronto, Faculty of Law in 2000. She was called to the Ontario bar in February of 2002, and commenced her career as a tax lawyer with the Toronto office of
a prominent national law firm, completing Levels I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Over her years in private practice, Alessandra served a variety of business clients and their owners ranging from technology start-ups to established manufacturing, property development and retail businesses, advising on tax and estate-planning, including wills and trusts.

Alessandra is now pleased to offer her years of advisory experience to provide Will and Estate Planning services to RBC’s valued clients.

Complimentary Will & Estate planning consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Alessandra, a Will & Estate Consultant.

Alessandra works closely with your advisor to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Alessandra will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Alessandra Prioreschi, please contact your advisor.

Estate Planning Specialist

Suzanne Schultz, CPA, CA, CFP, CLU

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

Suzanne's focus is to protect and enhance family and business wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.

Prior to RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. Along with professional designations, she has completed the CICA's In-Depth Tax Course. She was featured as an expert on BNN and HGTV's House Poor and has contributed to the Globe and Mail, National Post and co-authored 78 Tax Tips for Canadians for Dummies.

Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your unique financial situation and collaborates with your other professionals to uncover where you might be exposed to excessive taxes and risk. This planning is essential for business owners, professionals, executives and those with charitable goals.

Premier Banking Advisor

Amira Saleh-Muallem

Premier Banking Advisor, RBC Royal Bank

As a Premier Advisor with RBC Wealth Management, Amira Saleh-Muallem works as a single point of contact, providing banking and credit solutions for select high net worth clients and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service, and tailored advice to efficiently manage their day to day banking needs.

She offers an extensive banking background with over 15 years of experience with RBC. She is a respected team member that provides compassion, empathy and care in everything she does. At first point of contact Amira listens, understands and takes ownership to resolve any concerns that may arise. Her main focus is providing an exceptional client experience. She also holds a Personal Financial Service Advice certificate.

Outside of finance, Amira currently resides in the Burlington area, multilingual, proficient in English and Arabic enjoys keeping active with Mediterranean culinary experiments, music, hiking and spending time with family.