Steve Horner, CFP, CIM

Wealth Advisor

905-332-2603 | Email me

Sandy Roberts

Associate

905-332-2752 | Email me

Suzanne Schultz, CPA, CA, CFP

Estate Planning Specialist

905-332-2600 | Email me
416-722-0143

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

Prior to her role at RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. She holds CPA, CA and CFP designations and 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 other publications. She is also co-author of 78 Tax Tips for Canadians for Dummies.

Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your financial and family situations 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.