- Investment & Insurance Solutions
- Retirement Planning
- Business Planning
- Estate & Wealth Protection
Meet the Team
Gene Atagi, BBA, PFP
Associate AdvisorGene brings a wealth of experience to his role as an investment advisor. His career as a wealth manager began as a natural evolution after spending 12 years in the financial services industry with Royal Bank of Canada.
Gene provides individuals and families with a complete financial planning program combining a thorough understanding of each clients current situation with his personal investment knowledge while using the vast resources of RBC Dominion Securities. Working together, Gene is able to assist you in realizing your financial goals and dreams.
AssociateDylan is a licensed assistant responsible for ensuring an exceptional level of personalized service. Since joining RBC Dominion Securities in 1999 he's gained a wealth of experience and has the ability to assist you with a variety of issues such as administrative inquiries, foreign exchange, money transfers, cheques, research, and much more.
Arne Perrin, BComm., CFP
Estate Planning SpecialistArne is a valuable member of our team, helping clients create and preserve their wealth. Arne employs a comprehensive process to assess client needs, and for more complicated situations, he will partner with your other professional advisors in the development of appropriate, coordinated solutions. Specialized in estate planning, Arne provides solutions to various wealth management issues using insurance products. Arne can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death. He can also ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.
Grace Lai, BA, LL.B.
Will Estate and 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. Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section.
Grace works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Grace will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.