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Estate Planning Specialist
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).
Will & Estate Specialist
Grace received her 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 British Columbia Bar in 2004.
Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.
Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.
High-Networth 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 completed all three levels of the CPA in-depth tax course.
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 Dominion Securities, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is the Chair of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP). She is a member of the Canadian Bar Association, the Canadian Tax Foundation, and a Trustee of the YMCA of Greater Vancouver Endowment Fund.
Financial Planning Specialist
Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as a Financial Planning Specialist. In her previous role as a senior tax manager, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring.
Yat-Sze is a Chartered Professional Accountant (CPA, CA). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.
As a Financial Planning Specialist, Yat-Sze’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 and tax planning concerns you might have.
Royal Trust Advisors
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 is currently pursuing her Trust and Estate Practitioner (TEP) designation. She has over 20 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.
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 Chartered Financial Planner (CFP), Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) 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 25 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 Estate & Trust Services partners she can find the solution that’s right for you.
As Premier Banking Advisor for the Lower Mainland, Cecilia 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 25 years' experience in financial services with RBC, Cecilia is respected by her clients, her peers and the industry, and has received top performer recognition.
Cecilia is committed to giving back to the community and is highly active with the Chinese Opera community, performing in senior care homes. Cecilia also partakes in the BC Children Hospital fundraising through RBC.
Born and raised in Hong Kong, Cecilia now resides in the Richmond area with her husband and two children. When she is not hard at work with her clients, you will find her spending time enjoying badminton and singing Cantonese opera. Cecilia is fluent in Cantonese (her mother language), Mandarin and English.
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.
Private Banker, RBC Royal Bank
Since 1996, Janny Chan has brought a wealth of experience in the financial services industry to her role as Private Banker in Vancouver. She provides comprehensive financial management for private clients and their families throughout the West Coast.
Ms. Chan is fluent in English, Cantonese and Mandarin. She provides in-depth financial advice to senior executives, business owners and their families, designing sophisticated banking, investment, and flexible short- and long-term credit solutions to meet their often-complex needs. Ms. Chan has been recognized with several awards throughout her career for her dedication to client service.
Working with a team of RBC specialists in Canada and in key markets worldwide, Ms. Chan is able to offer a complete range of services—including investments, business banking, estate planning, and domestic and international trusts—to meet each client's total wealth needs. She also consults with her clients' legal, tax and insurance advisors when appropriate, to ensure that each client's complete financial picture is being addressed.
Ms. Chan is a Personal Financial Planner and a Certified Financial Planner. She holds a Business degree with specializations in Finance and Management Information Systems from Simon Fraser University.
An avid volunteer with several community organizations, Ms. Chan also has an active family life. She is married and a busy parent to two young children.
Private Banker, RBC Royal Bank
Jamie Ferguson brings over 18 years of financial experience to his role as Private Banker serving business owners, entrepreneurs, high-net-worth clients and their families throughout the Vancouver Area.
In his role as Private Banker, Mr. Ferguson and his team – who include a dedicated Private Banking Associate and Manager, Credit Structures – collaborate with a variety of partners throughout RBC to deliver tailored, personalized banking packages and high-end credit vehicles. As per each client’s unique circumstances, these packages may include specialized wealth management planning, business owner planning, estate planning and domestic and international trust structures.
Mr. Ferguson’s background as a Chartered Accountant and 10 years at major global accounting firms providing Canadian and U.S. tax advice to high-net-worth individuals in Toronto and Vancouver have helped him demonstrate a strong understanding of his clients’ complex financial concerns. Prior to his role of Private Banker, he spent several years developing comprehensive financial plans for high-net-worth clients of RBC as Financial Planning Specialist in Vancouver. His experience, technical depth and service orientation allow him to customize his approach for each client’s situation and stage of life. He is particularly well-suited to assist clients navigating life transitions such as business succession and immigration.
In addition to his CA, Mr. Ferguson has achieved a number of financial industry designations, including Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), and has both completed and taught CICA in-depth tax course. He has completed the Family Enterprise Advisor (FEA) program at UBC, a multi-disciplinary course designed for advisors working with family businesses. He also holds a Bachelor of Arts from Queen’s University, a Bachelor of Business Administration specializing in Automotive Dealership Management from Northwood University in Michigan, and a Master of Management and Professional Accounting from the University of Toronto.
Married with two young children, he enjoys skiing, biking and swimming with his family. He is a member of Team Finn and sits on the Board of Directors for the Team Finn Foundation, a registered charity raising funds and awareness for pediatric cancer research.
Private Banker, RBC Royal Bank
As a Private Banker, Mark Hulyd provides tailored banking and credit packages for high-net-worth business owners, families and organizations in the Lower Mainland.
Clients value Mark's expertise, responsiveness and advice in helping them reach their wealth management goals. As part of a tailored suite of Private Banking services, he designs personalized banking, short- and long-term wealth plans and flexible credit solutions for his clients, and works closely with a team of high net worth specialists within RBC to provide a complete range of planning services - including customized credit, investments, estate planning, and tax planning.
Mark holds a Bachelors of Commerce from the University of Victoria. He also holds the Certified Financial Planner (CFP) designation as well as the Financial Management Advisor (FMA). He started in the financial services industry in 2003.
Originally from Vancouver, BC, Mark is an avid cyclist and enjoys playing squash and basketball.
Private Banker, RBC Royal Bank
As Private Banker in Vancouver, Jadie Leung provides expert financial counsel to a select group of clients throughout the West Coast.
Fluent in English, Cantonese and Mandarin, Ms. Leung acts as a dedicated relationship manager for her clients, their families and their businesses. Clients value her discretion and responsiveness in advising them through all stages of their financial lives, as well as her significant experience, gained through a career of more than a decade in the financial industry.
Ms. Leung designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for her clients. And through RBC , she works with a team of specialists, in Canada and in key markets worldwide. This team enables her to provide a complete range of services—including investments, commercial banking, estate planning, and domestic and international trusts—to meet each client's specific needs.
Committed to ongoing professional development, Ms. Leung has earned her Certified Financial Planner and Personal Financial Planner designations, and holds a Mathematics degree from the University of British Columbia. She enjoys reading, tennis and travelling in her spare time.
Private Banker, RBC Royal Bank
Jeff Taron brings extensive wealth planning expertise to his role as Private Banker with over 16 years' experience in financial services, including 13 years working with both international and domestic RBC clients. He provides personalized, discrete financial service to a select group of clients throughout the Vancouver Lower Mainland.
Mr. Taron recognizes the importance of adopting a holistic, multi-generational approach to wealth planning issues and guides his clients and their families through all stages of their financial lives. Working closely with a dedicated in-house team of RBC experts, Mr. Taron is in a position to offer his clients an array of sophisticated investment, lending, international and domestic trust solutions, customized to meet their specific immediate requirements and long-term planning goals.
Focusing on a relatively small number of clients, Mr. Taron is able to build strong personal relationships, ensure the highest level of discretion and offer his clients proactive planning strategies best suited to their individual and family circumstances. When appropriate, he will adopt an open architecture approach, working with his clients' external professional advisors to implement integrated solutions that address business, wealth transfer, estate planning and taxation needs, including business succession planning.
Mr. Taron's clients value his discretion and responsiveness in advising them through all stages of their lives, as well as his significant experience. Mr. Taron holds a Bachelors of Business Administration with a specialty in Finance from Trinity Western University. To help support his financial planning conversations and provide additional perspective, he also holds the Certified Financial Planner (CFP) and Certified International Wealth Manager (CIWM) designations.
Originally from Langley, BC, Mr. Taron is an active golfer who loves being out on the green in his spare time. Outside the office he can also be found at his son's soccer games and his daughter's gymnastics.