Financial Planning Specialist
Greg began his career in the financial services industry more than 20 years ago and has experience at some of Canada’s largest financial institutions.
He completed the Financial Planning graduate certificate at George Brown College in 2008 and earned his Certified Financial Planner designation in 2009. Greg is currently pursuing the Certified International Wealth Manager
designation through the Canadian Securities Institute to further enhance his knowledge.
Prior to joining RBC Dominion Securities in 2022, Greg was a financial planner specializing in investment and retirement planning. In his current role as a Financial Planning Consultant, Greg will work with and support your advisor in preparing and presenting comprehensive financial projections.
Customized wealth planning for your financial future
At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Greg
O’Brien, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Estate Planning Specialist
Suzanne Schultz, CPA, CA, CFP, CLU
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Suzanne's focus is to protect and enhance family and business wealth. She is a trusted professional known for expert wealth management advice utilizing advanced, insurance-based tax and estate planning solutions.
Prior to RBC, Suzanne built her career at a major accounting firm and a boutique tax and estate planning firm. Along with professional designations, she 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 co-authored 78 Tax Tips for Canadians for Dummies.
Suzanne uses her in-depth technical knowledge to carefully understand what can complicate your unique financial situation 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.
Premier Banker
As a Premier Banking Advisor, Amy DiRenzo provides banking and credit solutions to select high net worth individuals and their families. Acting as a single point of contact, she partners with Investment Advisors and Counsellors in Hamilton, Brantford, St. Catharines, Niagara Falls and Simcoe and provides personalized service, and tailored advice to effectively and efficiently manage their day-to-day banking needs.
With over 17 years of experience in financial services within RBC, Amy is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients to achieve their goals. She has also been awarded and recognized a top performer.
Amy is deeply committed to giving back to the community. She has volunteered with various charities such as the Ronald McDonald House as well as the Hospital for Sick Children.
Born and raised in Niagara Region, in her spare time, Amy enjoys spending time and travelling with her husband and four year old daughter.