High Net Worth Planning Specialist
Darren Bank, CPA, CA, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
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.
Will & 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.
Estate Planning and Trust Services
Sean Murray, MBA, CPA, CMA, TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.
A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP) and the Financial Management Advisor (FMA) designations.
Catharine 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, Catharine can help.
With more than 30 years of industry experience, Catharine 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. Catharine understands that no two clients are the same and so, together with her RBC Royal Trust partners, she can find the solution that’s right for you.
Premier Banking Advisor
As a Premier Banking Advisor for the Richmond market, Min Hui Pak 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 13 years of experience in financial services with RBC, Min is respected by her clients, her peers and the industry, and has received top performer recognition. When she is not busy looking after her clients, Min loves to travel with her family.
Born in South Korea, Min came to Canada at age 10. She now resides in the Richmond area with her family. She is fluently bilingual in Korean and English.