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

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604-257-7391 | LinkedIn

Business Owner Planning

Advisor

Aileen Battye, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Financial Planning

Advisor

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

Financial Planning Specialist, RBC Wealth Management


Insurance, Trusts & Estate Planning Services

Advisor

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

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


Will, Estate & Trust Services

Advisor

Catharine Turner, CFP®, FMA, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


Private Banking

Advisor

Dianna Lao

Private Banker, RBC Royal Bank


Premier Banking

How can we help?

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