Aileen La Borie, B.A., LL.B. - High Net Worth Planning Specialist
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.
Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and litigation until joining a major trust company in 2005. 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.
Aileen is a member of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section (Vancouver), and a Trustee if the YMCA of Greater Vancouver Endowment Fund.
William Bach, CFP - Financial Planning Consultant
William’s career spans over 7 years in the wealth management industry. Prior to joining RBC Wealth Management Services, William was part of a discretionary investment management team at RBC Dominion Securities as well as a Financial Consultant with another large Canadian wealth management firm. His experience includes providing financial advice services to clients, including credit, investment, retirement planning, tax planning, and estate planning.
In appreciation of your valued business relationship with us, we are pleased to offer you comprehensive financial advice with William Bach. His comprehensive financial advice approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized financial advice may provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and/or estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Melissa Nagelbach LL.B - 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’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.