- Create your family legacy
- Estate and Wealth Protection
- Live well in retirement
- Live well in retirement
- Simplify complex financial affairs
- Wealth Management Process
- Optimize your business
- Business planning
My Enhanced Wealth Management Team
Will & Estate Consultant, RBC Wealth Management
Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005.
Prior to joining RBC Wealth Management, Dana practiced law in Calgary, Lake Country (Kelowna area) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters.
Dana’s role with RBC Wealth Management is to work with you and your advisor to review and restructure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).
Vice-President & Business Owner Specialist, RBC Wealth Management
As a Business Owner Specialist, High Net Worth Planning Services, Tony, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
He has over 20 years of experience providing solutions and guiding high net worth families and business owners in the areas of tax, business succession, estate planning and intergenerational wealth transfer. Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.
Tony is a Chartered Accountant and a Certified Financial Planner. He holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia.
He has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course as well as a number of advanced tax courses related to tax, succession, and estate planning as well as wealth transfer and asset preservation for business owners.