- Simplify complex financial affairs
- Family Wealth Management Guide
- Live well in retirement
- Live well in retirement
- Retirement Checklist
- Manage wealth tax-efficiently
- Tax-Free Savings Accounts
- Optimize your business
- Business planning
- Business Owners Guide
Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005.
Prior to joining RBC Wealth Management, Dana practiced law in Calgary, Lake Country (Kelowna area) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters.
Dana’s role with RBC Wealth Management is to work with you and your advisor to review and restructure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
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).
Tara is a Chartered Professional Accountant (CPA, CGA). She graduated with a Bachelor of Technology in Accounting from British Columbia Institute of Technology. Tara has also completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.
Prior to joining RBC, Tara was a tax manager at one of the leading international public accounting firms. In her previous role, she worked with private companies, high net worth individuals, partnerships, trusts and estates. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring.
Tara’s role is to work with and support your RBC advisor in preparing and presenting comprehensive Compass Financial Plans, and to identify and assess any related financial, tax and retirement planning concerns you may have.