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.
Sam Goheen, B.Ed, LL.B
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Sam earned his Bachelor of Laws degree from the University of British Columbia in 2001. He was called to the Bar of Alberta in 2002, and the Bar of British Columbia in 2004.
Prior to joining RBC, he practised law for a number of years at a mid-sized regional firm. In addition to practising as a Will, estate and trust advisor, he also engaged in a general business law practice, including the structuring and restructuring of businesses, acquisitions, as well as commercial lending and security.
Sam has acted as pro bono counsel for a number of societies in the past, and continues to assist such societies as an advisor. He is a member of the Canadian Bar Association, and participates in the Wills and Estates subsection.
Sam would be pleased to discuss your Will, estate and trust matters and assist to ensure your intentions are carried out in an elegant and tax-efficient manner.
Enjoy, preserve and enhance your wealth.
For 40 years, David has enjoyed collaborating with affluent clients to help them discover the possibilities within their wealth. Sometimes clients can be overwhelmed with the complexity of how best to enjoy, preserve and enhance their wealth - but by working with David, they have achieved much greater peace of mind.
David partners with clients' external advisors and RBC Wealth Management's planning professionals to deliver fully integrated wealth planning strategies. He is passionate about philanthropy: "I relish showing clients how they can create significance with their wealth for the charitable causes they want to support - during their lifetime and upon their passing – while still achieving their other wealth goals." David has a reputation with clients and advisors of being respectful, credible and reliable.
Aileen Battye, LL.B, TEP
Vice President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Aileen obtained a 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 Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.
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.