Noelle Bellomi PFP, FMA, FCSI
Noelle is a graduate of the University of Calgary; she holds the PFP (Professional Financial Planner), FMA (Financial Management Advisor) and the FCSI (Fellow of the Canadian Securities Institute) professional designations. With 17 years licensed as an Investment Advisor, Noelle is a seasoned industry professional who genuinely cares about her clients.
Caroline Moncrieff is originally from London Ontario by way of Calgary Alberta and has recently relocated to Nanaimo. With over 20 years of Industry experience she brings a wealth of knowledge and experience and looks forward to helping clients with their financial needs. Caroline enjoys crafts, hiking, exploring Vancouver Island and being on the water. Caroline is currently pursuing her CSC.
Catharine Turner, CFP, FMA, TEP
Senior Trust Advisor
As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.
A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Chartered Financial Planner (CFP), Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) designations.
Catharine works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Catharine can help.
With more than 25 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
Estate Planning Specialist
Wilton Lee is a valuable member of your advisor’s wealth management team. He offers effective solutions to optimize your financial security, increase net worth and reduce the impact of taxation, both today and at death.
Previous experiences working with business owners, along with operating his own small business, he is able to focus on understanding your needs. Following a career as a commercial pilot, Wilton began his career in the financial services industry (2004) as a financial advisor and then became a senior life insurance consultant with one of Canada’s leading life insurers. In April 2015, he joined RBC, specializing in estate planning and is able to provide innovative and tax efficient solutions for a variety of wealth management issues (both personal and corporate) that address your concerns.
With a commitment to learning and ongoing professional development, in 1988, Wilton obtained his Bachelor of Arts (Economics) degree from the University of British Columbia along with a diploma in Aviation Training (1988) from the University of Fraser Valley. He is currently pursuing the Chartered Life Underwriter (CLU) designation. Wilton hails from South Africa and currently lives in Vancouver with his family. In his spare time, he is an avid golfer.
CFP, FMA, FCSI, Financial Planning Consultant
With a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner® (CFP). As such, Sandra is well equipped to provide you with financially sound and honest advice.
Sandra’s academic and professional qualifications include many years of study in the areas of Wealth Management Techniques, Building High Net Worth, Professional Financial Planning, the Canadian Securities Course and the Investment Advisors Course. She has consistently been an advocate of continued education for herself as well as actively promoting financial literacy within the community with an ongoing commitment to the Junior Achievement program, teaching elementary school students about saving, budgeting and investing.
Supporting her belief that true wealth management comes from fully understanding a client’s goals, values and priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing long-term considerations.
Grace Lai B.A., LL.B.
Will & Estate Consultant
Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the British Columbia Bar in 2004.
Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.
Together as a team, Grace works closely with you and Noelle to structure your estate in an effective and tax-efficient manner.
Darren Bank, CPA, CA
Senior Manager, High Net Worth Planning
Darren specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning. Darren advised executives of public and private companies on executive compensation solutions.
Darren is a Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology, and is a member of the Canadian Tax Foundation.
Regional Vice President, Aboriginal Trust Services
Today's increasingly complex financial marketplace calls for industry professionals to competently respond to the highly specialized and complex demands of Trust administration. With 20 years of financial services experience, Gordon provides a specialists approach to protecting, investing, and distributing Trust assets, while working with several Aboriginal Communities and RBC partners throughout British Columbia, as a Senior Trust Officer for the Aboriginal Services Group in Victoria, BC.
Gordons extensive career has been focused almost entirely on navigating clients through many diverse aspects of Estate and Trust administration, which has equipped Gordon with the relationship building skills essential to his current position. Clients appreciate his sensitivity to the often complex responsibilities that can go hand in hand with the role of Trustee.
As a Senior Trust Officer, Gordon Larin has the credentials of (STI) Specialist, Trust Institute and has achieved Honours with the Canadian Securities Course from the Canadian Securities Institute.