Susan Moore, Com'90

Member
Wealth Specialist, Menard-Kinkaid Wealth Management, RBC Dominion Securities
Susan Moore

Susan Moore is the Wealth Specialist for Menard-Kinkaid Wealth Management of RBC Dominion Securities in Ottawa. Susan’s team advises wealthy families and business owners using a holistic approach to tax efficient investing, family wealth planning, and intergenerational estate and wealth transfer. Prior to joining her team at RBC Dominion Securities, Susan spent over 20 years advising tax clients at KPMG LLP.

Susan has over 25 years of experience working in Toronto and Ottawa providing tax advice to clients in various industries and sectors including farming, real estate, professional services, technology, and owner-managed businesses. As part of her team’s wealth management process, Susan proactively reviews her clients’ income tax situations to ensure they are taking advantage of all income tax opportunities available in their unique circumstances. Susan works together with clients’ accountants and lawyers, acting as a second set of eyes to ensure effective communication of planning opportunities. Susan is also a technical resource to her team’s various partners. 

Susan has worked extensively in the areas of corporate reorganizations and estate planning. She is a Trust and Estate Practitioner, has tutored for the CICA, and has presented on a wide variety of income tax topics. Susan is a member of the Chartered Professional Accountants Canada, the Institute of Chartered Accountants of Ontario and the Society of Trust and Estate Practitioners. Susan has served as Treasurer on various community organizations, including the Norway Bay Municipal Association. Susan graduated from Queen’s University in 1990 with a Bachelor of Commerce. 

As a member of the Gift Planning Advisory Committee, Susan is pleased to have the opportunity to share her knowledge and technical experience in support of Queen’s University.