Will and 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 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.
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. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.
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. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation. Aileen is Secretary of STEP Canada, and a Past Chair of the Vancouver Branch Executive of STEP. She is a member of the Canadian Tax Foundation and a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years). Aileen volunteers as a member of the Development Committee of the Vancouver Foundation.]
Estate Planning Specialist
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.
Premier Banking Advisor
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.
Estate & 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.