Estate Planning Specialist
Rick Squires is a valuable member of your Advisor's team, helping you create and preserve your wealth.
Rick began his career in the insurance industry in 1982 and is a specialist in his field. He has acquired the Chartered Life Underwriter, Chartered Financial Consultant and Registered Trust and Estate Practitioner designations.
Comprehensive Insurance Planning
Working closely with your Tony, Rick 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.
Rick 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, Rick evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Will & Estate Consultant
Mary obtained her Bachelor of Laws from the University of Western Ontario in 1983 and was called to the Ontario Bar in 1985. Mary was in private practice for 24 years specializing in will and estate planning, estate administration, real estate and corporate law. Since 2011 she has worked exclusively in the areas of will and estate planning with a major trust company and a bank. Mary jointed RBC Wealth Management in October 2016
Mary is a member of the Law Society of Upper Canada and the Middlesex Law Association.
Complimentary Will & Estate Planning Consultation
Mary works closely with Tony and his team 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.
Financial Planning Specialist
Stephen (Steve) attended the University of Windsor where he completed a Bachelor of Commerce degree with a concentration in Accounting. He is a Chartered Accountant and prior to joining RBC he worked for a public accounting firm as their Tax Manager. During this time, Stephen specialized in providing an array of tax planning and preparation services, including U.S. cross-border issues, to both individuals and privately owned corporations
Stephen is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accountants of Ontario and has completed Parts I and II of the Canadian Institute of Chartered Accountants’ In-Depth Tax Courses.
Comprehensive Financial Planning
As a Financial Planning Specialist at RBC Wealth Management Services, Stephen’s role is to work with and support Tony