Our Partners

Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner-managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.

Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a high-net-worth client. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.

Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).

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.

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.