As a private banker with RBC Wealth Management, Michael Choi provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families.
Based in the B.C. Lower Mainland, Michael works with a select number of clients in British Columbia to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When the need should arise, he has access to specialists from across RBC to work collaboratively and provide a complete range of complementary services. These range from investment management, estate/legacy planning, business owner planning as well as broad trust services to sophisticated credit and leverage strategies to support individual on their financial goals.
Michael offers an extensive background in client relationship to his role as private banker. He draws upon 20 years of experience within RBC, consisting of a wide range of roles in Commercial Banking, Retail Banking, as well as the strategy and planning experiences.
A graduate of Sacred Heart University in Fairfield, Connecticut, with a master's in sciences, Michael has continued to deepen his knowledge and expertise through his many years of experience in personal and commercial Banking.
Away from the office, Michael enjoys hiking and golfing.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
What will your legacy be? Will it pass seamlessly to the people and causes you care about?
The son of an accountant and a teacher, Jesse is naturally analytical while driven towards empathetic conversations. He uses a technical and creative skillset to design plans that incorporate insurance based solutions to protect and enhance the impact of wealth across generations. He excels at turning complex planning matters into easily digestible options.
Committed to learning and growth, Jesse holds the Certified Financial Planner® and Chartered Life Underwriter® designations, is an Affiliate of the Society of Trust and Estate Practitioners, and earned a Bachelor of Fine Arts with Distinction. A husband and father of two, he lives an active life and can be found Nordic ski coaching, cycling to work or paddleboarding at Cultus Lake.
Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations.
Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have.