Estate Planning Specialist
Stephen Wiffen is a valuable member of our advisors team, helping you create and preserve your wealth.
Steve graduated with a BES (Bachelor of Environmental Studies) from the University of Waterloo in 1984 and entered the insurance business that same year. He has acquired the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations which recognizes his specialization in life insurance and estate planning. Previous to joining RBC in 2006, Steve worked both in his own practice and as a Living Benefits and Regional Insurance Specialist, providing consultation to advisors at a different organization.
Working closely with Ron, Steve employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions. Steve can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Steve evaluates various insurance offerings from Canadas top-ranked insurance providers.
Shannon Row-Ewing, B.A., LL.B.
Will & Estate Consultant
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 Upper Canada and the Oxford Law Society.
Shannon works closely with your advisor 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.
Shannon lives in Woodstock, Ontario with her husband and three kids.