Gali Gelbart, B.Sc., LL.B, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Gali obtained a Bachelor of Science degree in Biology from the University of Victoria in 2000, and a Bachelor of Laws (LL.B.) degree from the University of British Columbia in 2005. She was called to the British Columbia Bar in 2006.
Prior to joining RBC Wealth Management, Gali practiced law in both Vancouver and Victoria, specializing in the areas of Wills and estates, and corporate/ commercial law. She has been a guest speaker for seminars and podcasts on estate law topics, and is a contributor to professional development with the Canadian Bar Association Wills and Estates, and Elder Law sections.
Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Estate Planning Council of Canada. Gali is also a designated Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Darren Bank, CPA, CA, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.
Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.
Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course,
the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Wealth on your terms.
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.
As a Premier Banking Advisor for Vancouver Island North, Paulus Bunadhie 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, Paulus provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking and credit needs.
With more than 20 years' experience in financial services at RBC, Paulus is respected by his clients, his peers and the industry, and has received top performer recognition year after year in multiple different categories.
Paulus just recently joined the Premier Banking, Private Banking Team after years of dedicated service in the Central Vancouver Island Market, in his most recent role in Leadership at the Nanaimo RBC Main Branch.
Paulus is very active supporting events and volunteering opportunities for different causes in his surrounding communities.
Born in Indonesia and raised in Nanaimo, BC, since 13 years old, Paulus is fluent in 4 languages: English, Bahasa Indonesia, Malay and Javanese.
Paulus currently resides in Nanaimo with his family. When he is not hard at work for his clients, he enjoys spending time on his motorbike, outdoors activities, camping and traveling locally & globally.
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.