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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 advisory planning team, working to help 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 wealth.
Specializing in estate planning, Matthew provides customized solutions to address concerns related to excessive taxation, estate preservation and business succession planning commonly faced by RBC clients.
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).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, Matthew has memberships with: Financial Advisors Association of Canada (Advocis), Financial Planning Standard's Council (FPSC) and 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 achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner- managed Business course and all three levels of the In-depth Tax course through the CPA.
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, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is a Director at Large and the chair of the Member Services Committee of STEP Canada, and a Past Chair of the Vancouver Branch Executive of STEP. She is a member of the Canadian Tax Foundation and a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years). Aileen volunteers as a member of the Development Committee of the Vancouver Foundation.
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 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.
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 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
Brigitte Fenner brings over 20 years of experience in both Canadian and Swiss banking to her role as Private Banker serving the Greater Toronto Area.
Prior to joining RBC, Ms. Fenner spent over 10 years as a senior financial advisor for private banking clients in Switzerland, which today gives her unique perspective into the needs of affluent clients with international needs.
Now in the Toronto Private Banking office, Ms. Fenner works closely with Private Banker Nora Jones to ensure seamless, unparalleled wealth management for all clients. She creates tailored financial solutions for high-net-worth individuals, business owners, professionals, executives and their families. Through RBC she partners with specialists in Canada and in key markets worldwide to provide a complete range of complementary services, from sophisticated banking and credit solutions, to estate and philanthropic strategies, to domestic and international trust services, for business as well as personal clients. She holds the Professional Financial Planner (PFP) designation, which helps in providing financial planning advice to clients with complex needs.
Ms. Fenner was born and raised in Zurich, Switzerland and today is married with a young daughter. Fluent in English and German, she is an active skier, traveller, runner and boot-camper, and volunteers at her daughter's school.
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.
Private Banker, RBC Royal Bank
Christopher Chen brings more than 8 years of experience in the financial services industry to his role as Private Banker. He provides comprehensive financial management for private clients and their families throughout the Greater Vancouver area.
His diverse career, which includes experience in both personal and commercial banking has provided Mr. Chen with the ability to serve his clients through all stages of their financial lives. Working with a relatively small client base allows him to act as a true financial partner, and he provides in-depth financial advice to senior executives, business owners and their families, consulting with their legal, tax and insurance advisors when appropriate.
Mr. Chen designs sophisticated banking, investment and flexible short- and long-term credit solutions for his clients. Through RBC he works with a team of specialists in Canada and in key markets worldwide to provide a complete range of services - including investments, business banking, will and estate planning and domestic and international trusts - to meet each client's specific needs.
Committed to continuous learning, Mr. Chen is currently working toward his Personal Financial Planning (PFP®) designation. He has earned an Economics degree from the University of British Columbia and a Master of Business Administration (MBA) from the Smith School of Business, Queen's University and is a certified Financial Modelling & Valuation Analyst (FMVA®) from the Corporate Finance Institute.
Mr. Chen is an active member of the business community and participates actively with the Vancouver Board of Trade, BC Taiwanese Business Association, and the Canada-China Business Council. He spends much of his spare time with friends and family and enjoys the outdoors, travelling, hiking, and biking.