- Simplify complex financial affairs
- Family wealth management
- Invest for your future
- Private Investment Management
- Custom-Designed Portfolios
- Investment Solutions
- Create your family legacy
- Estate solutions
- Estate planning checklist
- Estate planning
- Live well in retirement
- Retirement planning
- Ready for retirement
Financial Planning Specialist
Anna-Marie Lyons graduated with a Masters in Business Administration from the Ivey School of Business, University of Western Ontario. She has completed all three levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course and is a Certified Financial Planner.
As an advisor to high net worth clients since 1991, Anna-Marie is a committed advocate for financial literacy and believes that a plan is imperative to meeting long term financial goals and ensuring effective estate transitions. Her role is to work with and support your advisor in preparing and presenting a comprehensive Compass Financial Plan.
Estate Planning Specialist - Insurance
Arne Perrin, B.Comm. (Hons), CFP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).
Will & Estate Specialist
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.
Business Owner 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. She has completed all three levels of the CPA in-depth tax course.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting business owner clients with their succession, tax, retirement and estate planning. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is the Chair of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP). She is a member of the Canadian Bar Association, the Canadian Tax Foundation, and a Trustee of the YMCA of Greater Vancouver Endowment Fund.
RBC Estate and Trust Advisor
As a Senior Trust Advisor, Lois Yonash serves clients throughout British Columbia and is located in the Vancouver office. Lois provides a wealth of knowledge relating to trusts and their administration. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of Edgewood College in Madison Wisconsin with a Bachelor of Arts (BA) degree and a Masters in Business Administration (MBA) Lois has continued to deepen her knowledge and expertise while attending industry conferences and educational courses.
Lois works with individuals, families and businesses to provide 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, Lois can help.
With more than 20 years of industry experience, Lois brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Lois understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.
RBC Premier Banking Partner
As a Premier Banking Advisor for Vancouver, Wendy Mah works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. 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 12 years of experience in financial services with RBC, Wendy is respected by her clients, her peers and the industry, and has received top performer recognition.
Wendy is committed to giving back to her community and acts as a coach for Little Mountain Baseball, as a volunteer member for Ascend Pan Asian Leaders Vancouver. She also participates in various fundraising campaigns for the United Way and Champion for Children’s Hospital.
Born in Vietnam and raised in Hong Kong and Vancouver, Wendy holds a Bachelor of Arts Degree, major in Sociology and Communication from Simon Fraser University.
She currently resides in the Vancouver area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time outside, hiking, running and working on her golf and tennis games. She also enjoys traveling and learning about other cultures. Wendy speaks fluent English and Vietnamese.