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).
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.