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Craig is a Chartered Professional Accountant, holds a Bachelor of Commerce (Honours) degree from Queens University, has completed and tutored the CICA In-Depth Tax Courses and is a member of the Society of Trust and Estate Practitioners (Canada).
In his previous role as a tax manager at one of the leading international accounting firms, Craig specialized in developing and implementing tax planning strategies for high net worth individuals, their owner managed entities and family trusts with a focus on succession and estate planning. Craig has also assisted with the tax planning for corporate sales, acquisitions, and reorganizations.
Craig’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
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.
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.
Matthew J. Leggett, CLU, CHS, CFP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Matthew is a valuable member of your advisors’ planning team, working to help you create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew’s relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect your wealth.
Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.
Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).