Extended Wealth Team

Jessica obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2012 and her Juris Doctor degree from the University of Calgary in 2015. She was called to the Bars of both Alberta and British Columbia in 2016.

Prior to joining RBC Wealth Management, Jessica practiced estates and trust law in downtown Vancouver, first at a mid-sized regional firm and later at a large international firm. Her practice focused on assisting clients with estate and incapacity planning, including the preparation of Wills, Powers of Attorney and Representation Agreements. Jessica also assisted high net worth individuals engaged in tax efficiency planning through the establishment, maintenance and reorganization of trusts and privately held corporate structures. In addition to her estate planning practice, Jessica advised executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures and passing of accounts.

Jessica would be pleased to work with you and your advisor to review your estate and trust matters, ensuring they efficiently achieve your estate planning and succession goals.

Jamie is a Chartered Accountant (CPA, CA) and has completed the Chartered Professional Accounts of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts Degree and a Diploma in Accounting from the University of British Columbia.

Prior to joining RBC, Jamie accumulated over ten years of experience in public practice, most recently as a Tax Manager with one of the leading international public accounting firms. His experience includes providing strategic professional tax compliance, personal and corporate tax planning and advisory services to high net worth individuals, private and public corporations, trusts and partnerships.

Jamie’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.

Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.

Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia. 

Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations. 

Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have. 

What will your legacy be? Will it pass seamlessly to the people and causes you care about?

The son of an accountant and a teacher, Jesse is naturally analytical while driven towards empathetic conversations. He uses a technical and creative skillset to design plans that incorporate insurance based solutions to protect and enhance the impact of wealth across generations. He excels at turning complex planning matters into easily digestible options.

Committed to learning and growth, Jesse holds the Certified Financial Planner® and Chartered Life Underwriter® designations, is an Affiliate of the Society of Trust and Estate Practitioners, and earned a Bachelor of Fine Arts with Distinction. A husband and father of two, he lives an active life and can be found Nordic ski coaching, cycling to work or paddleboarding at Cultus Lake.

Prior to entering the life insurance industry more than 20 years ago Sean was a senior manager in the tax group of a national accounting firm. With experience in personal and corporate tax, estate and succession planning, and corporate reorganizations, Sean provides a fresh perspective to his clients' estate planning needs. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies to help meet your wealth management goals.

A Chartered Professional Accountant, Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, and the Society of Trust and Estate Practitioners.

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 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.

Darren specializes in tax and estate planning for high net worth families.

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.