管理财富甚为繁复,但有我们助您一同规划,就能化繁为简。
与您的税务及法务专家通力合作,是Carey的专长。身为特许专业会计师(Chartered Professional Accountant)和信托及遗产规划师(Trust & Estate Practitioner)的他,在加拿大领先的人寿保险公司的税务和遗产规划部门从业多年,深谙在制定财富管理计划时,有许多事项需要周全考量。
Carey专注于为企业主和高净值家庭量身定制以保险为本,且极具税务效益的理财方案。他能简化复杂的问题,帮助客户全面了解财务状况并照顾其所需,让他们安心放心。
热爱户外运动的Carey, 也非常重视家庭生活。您总能在高尔夫球场上,看到他与妻子和两个女儿的身影。此外,Carey曾为许多业内刊物撰稿,也时常受邀举办英文、普通话及粤语讲座。
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.