How this team works for you

Understanding the values and goals of our clients is crucial to developing the most efficient and effective plan for their individual needs. Our team creates bespoke and holistic multi-generational financial strategies through open and continuous communication with our clients and their chosen professionals (accountant, lawyers, etc.). Why is it essential that we understand your goals and values? Because your answers drive our decision-making process when we put together your tailored wealth management plan.

Carolyn leverages the bank's resources, the team assembled below, and her unique experiences as a successful businesswoman and entrepreneur to create an actionable plan for her clients. 

We have found that clients appreciate it when their family values and goals are a focal point of our conversations. 

Ours is a longterm relationship focused on the financial wellbeing of the family today and in the future. 

RBC Dominion Securities Vancouver Carolyn Costigan

Carolyn Costigan

Investment Advisor

604-257-7391 | LinkedIn

Business Owner Planning


Aileen Battye, LL.B, TEP

Vice President, Philanthropic Advisory Specialist, RBC Wealth Management Services

Financial Planning


Yat-Sze Lo, B.Comm., CPA, CA

Financial Planning Specialist, RBC Wealth Management Canada

Insurance, Trusts & Estate Planning Services


Sean Murray, MBA, CPA, CMA, CPA (DE), TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Will, Estate & Trust Services


Catharine Turner, CFP®, FMA, TEP

Senior Trust Advisor, RBC Royal Trust


Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management

Premier Banking Services


Jenny Zhou

Premier Banking Advisor, RBC Royal Bank

How can we help?

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