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Financial Planning Specialist
Inder Mandar, CFP, CPA, CA
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Inder is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner professional, and has completed the CPA In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University
of British Columbia. Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a tax
manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high-net-worth families and business owners. Inder’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial
planning concerns you may have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer
you our highest level of financial planning. Personally prepared by Inder, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies
to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation
of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Will & Estate Consultant
Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.
Prior to joining RBC Wealth Management, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.
Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).
Melissa’s role with RBC Wealth Management is to work with you and your advisor to review and/or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
Estate Planning Specialist
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Wealth on your terms.
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.
Senior Trust Advisor
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.
Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Phylicia can help.
Premier Banking Advisor
As a Premier Banking Advisor for North, West and Downtown Vancouver, Farnaz Boroumandi works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada . Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With over 7 years of experience in financial services with RBC, Farnaz is respected by her clients, her peers and the industry, and has received top performer recognition. Farnaz is committed to giving back to her community and acts as a volunteer member for BC Children Hospital (BCCH). She also supports the United Way annual fund-raising campaign.
Born and raised in Iran, Farnaz settled in Canada in 2014. Farnaz holds a Bachelor of Arts Degree, major in English literature.
Farnaz currently resides in the North Vancouver area with her husband. When she is not hard at work for her clients, Farnaz enjoys playing Piano. She also enjoys traveling and learning about different cultures. Farnaz speaks fluent English, French and Persian.