Shawn Kunnas has a team of specialists in place to ensure that his clients receive efficient, expert advice.
Kelly Rivard, LL.B., CFP, TEP
Vice President, Will and Estate Consultant
Kelly Rivard works closely with Shawn to provide you with information on structuring your estate in an efficient and tax-effective manner. After your discussions with Kelly, you will receive a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.
Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has recently completed Parts I and II of the CICA in-depth tax course.
Regional Insurance Specialist
Annett LeBeau helps clients create and preserve their wealth through appropriate insurance products. She employs a comprehensive process to assess your needs, then recommends creative, tax-efficient insurance strategies that will help you achieve your wealth management objectives. Annett can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation.
Susannah Musselman, CA, CMA, CFP
Vice President, Financial Planning Specialist
Susannah Musselman's role, alongside Shawn, is to help you coordinate your financial matters and optimize the unique opportunities available to you as a client of RBC Dominion Securities. Your comprehensive financial plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, and transfer wealth to the next generation.
Susannah is a Chartered Accountant, Certified Management Accountant and Certified Financial Planner.