Crystal Wu, MBA

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.

Managing wealth can be complicated. Working together shouldn't have to be.

Collaborating with your tax and legal professionals is something Carey does well. As a Chartered Professional Accountant, Trust & Estate Practitioner, and after many years in the tax and estate planning group of a leading Canadian life insurer, he understands there's a lot to consider when putting a plan in place.

Carey focuses on customizing tax-effective, insurance based solutions for business owners and high-net-worth families. His ability to simplify the complex and provide clarity of financial situations offers clients comfort in knowing they're being well looked after.

With a love of family and the outdoors, Carey is often found out on the golf course with his wife and two daughters. He has contributed to many industry publications and is a sought after speaker in English, Mandarin and Cantonese.

Song is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Courses. He holds a Bachelor of Accounting degree from the British Columbia Institute of Technology and is a member of the Canadian Tax Foundation.

Prior to joining RBC, Song was a tax manager with a national accounting firm where he has experience in tax planning, estate planning, and business reorganizations for high-net-worth families. In addition, Song also worked at the Canada Revenue Agency as a senior tax avoidance auditor. Song is fluent in Mandarin.

Song’s 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 might have.

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.