COMPREHENSIVE INSURANCE PLANNING
Working closely with us, our Estate Planning Specialists employ comprehensive processes to assess your wealth management needs and then recommend creative, tax-exempt insurance strategies to help address them. For more complicated situations, they can work with your other professional advisors in the development of appropriate solutions.
Our Estate Planning Specialists 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. They 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, they evaluate various insurance offerings from Canadas top-ranked insurance providers.
Michel Roy, Estate Planning Specialist
Michel Roy is a valuable member of your Investment Advisor's team, helping you create and preserve your wealth. Michel began his career in the insurance industry in 1988. He has extensive experience helping clients protect their financial security, enhance their retirement income and increase their estate value using tax-exempt insurance solutions.
Suzanne Simourd, CLU, ChFC Estate Planning Specialist
Suzanne Simourd, is an integral member of your investment Advisor's wealth management team. She offers effective solutions to optimize clients financial security; increase their net worth and reduce the impact of taxation today and at death.
Suzanne began her insurance career in Winnipeg, Manitoba in 1986. Her experience as a Successful Sales Advisor, Sales Manager and Training Officer enables her to work effectively with a variety of clients with diverse needs and complexities. She is skilled at clearly communicating both clients goals and available insurance strategies to achieve their specific objectives. Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne is committed to ongoing professional development and the respective code of ethics and standards of conduct required by her professional designations.
After working in Southern Ontario for eighteen years, Suzanne moved with her husband to Ottawa and joined RBC Dominion Securities in 2008. She loves to spend time with her family in Ottawa and at their cottage in the Thousand Islands.