Eugene Dautzenberg, CPA, CA, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Gali Gelbart, B.Sc., LL.B, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Gali obtained a Bachelor of Science degree in Biology from the University of Victoria in 2000, and a Bachelor of Laws (LL.B.) degree from the University of British Columbia in 2005. She was called to the British Columbia Bar in 2006.
Prior to joining RBC Wealth Management, Gali practiced law in both Vancouver and Victoria, specializing in the areas of Wills and estates, and corporate/ commercial law. She has been a guest speaker for seminars and podcasts on estate law topics, and is a contributor to professional development with the Canadian Bar Association Wills and Estates, and Elder Law sections.
Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Estate Planning Council of Canada. Gali is also a designated Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
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.
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.
Tim Greengoe, BA, MBA, CFP®, CLU, CHS
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.
As a Premier Banking Advisor for Vancouver Island North, Paulus Bunadhie 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, Paulus provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking and credit needs.
With more than 20 years' experience in financial services at RBC, Paulus is respected by his clients, his peers and the industry, and has received top performer recognition year after year in multiple different categories.
Paulus just recently joined the Premier Banking, Private Banking Team after years of dedicated service in the Central Vancouver Island Market, in his most recent role in Leadership at the Nanaimo RBC Main Branch.
Paulus is very active supporting events and volunteering opportunities for different causes in his surrounding communities.
Born in Indonesia and raised in Nanaimo, BC, since 13 years old, Paulus is fluent in 4 languages: English, Bahasa Indonesia, Malay and Javanese.
Paulus currently resides in Nanaimo with his family. When he is not hard at work for his clients, he enjoys spending time on his motorbike, outdoors activities, camping and traveling locally & globally.