Our partners

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 and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.

Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.

Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.

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.

Ask great questions. Listen. Educate, inform and implement.

When Cheryl meets with clients, she takes the time to truly understand their financial situation and then helps to guide them in making the right decisions for their needs.

Building caring, long-lasting relationships, Cheryl has spent over 30 years, collaborating with affluent families, professionals, executives and business owners, while partnering with their trusted advisors. She believes risk management is at the foundation of every wealth plan, and is known for simplifying complex financial situations.

Cheryl has earned multiple industry designations, along with the Family Business Strategy Essentials Certificate from the Sauder School of Business. In her spare time, she enjoys riding horses, skiing, boating and traveling.

Richard is a Chartered Professional Accountant (CPA, CA) and brings a broad range of experience to his role as a Financial Planning Specialist. He has completed all three levels of the Chartered Professional Accountants of Canada’s In-Depth Tax Course and holds a Bachelor of Business Administrations degree from the University of Toronto.

Prior to joining RBC, Richard was a Tax Manager at one of the world’s leading accounting firms. In his previous role, he specialized in advising business owners on merger and acquisition transactions, as well as implementing tax planning solutions for high-net-worth individuals and private corporations. Richard is fluent in Mandarin and had spent years in Asia working with owner- managers on tax planning and cross-border transactions across the region.

Richard’s role is to work and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

As a member of the RBC Wealth Management Services team, and formerly as a Financial Planning Consultant, Stephanie brings extensive knowledge and experience in financial planning and education. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through FP Canada™. 

In her role as Manager, Financial Literacy, Stephanie oversees the RBC Wealth Management Financial Literacy program, as well as broader strategy planning and thought leadership to support and grow this area across RBC Wealth Management. Stephanie specializes in providing clients and advisor teams with support, resources and expertise in financial literacy and in building financial management skills; promoting, managing and updating existing educational content; and developing new resources. Stephanie also focuses on initiatives and partnership opportunities to further boost awareness around financial literacy and the importance of structured, comprehensive learning among all age groups. 

Stephanie is currently working towards a Master’s degree in education. An advocate both of and for advanced education, Stephanie has volunteered with FP Canada to develop and mark financial planning examinations and taught Certified Financial Planner (CFP) preparatory classes. To promote financial literacy, she has also presented in elementary school classrooms with Junior Achievement. 

Audrey Miller is a registered Social Worker with over 30 years of experience counselling individuals and families on health and rehabilitation. She is the founder and Managing Director of Elder Caring Inc. a consulting firm that provides direct care management services to seniors, their caregivers and families. 

In addition to her consultation services, Audrey is a trusted advisor educating professionals in the legal and financial communities about ageing issues and the needs of caregivers. She is the author of hundreds of articles and blogs and shares her expertise on her website www.eldercaring.ca. She also has several videos available on the eCaring Channel. 

About Elder Caring Inc. 

Elder Caring Inc. is a national care management company established by Audrey Miller in 2004 with a mission to help improve the living situation of older Canadians and make recommendations about living well, at home or in assisted living settings. Elder Caring Inc. is comprised of a team of experts in Social Work, Occupational Therapy and other allied health professions with years of experience providing care management while working with the disabled, older adults, their families and caregivers. Understanding that access to elder care services can reduce stress and improve the well-being of older individuals, the consultants at Elder Caring Inc. help families navigate the health care system, assess and access resources and in some cases, act as an advocate for the individual. 

The Wellness Binder™

Audrey is well-known for her Wellness Binder™ which the Financial Post deemed “A Planning Tool With A Difference”. This binder catalogues health, personal and caring information and serves as a reference for caregivers who may need to make decisions on behalf of someone who is vulnerable or incapacitated.