Darice Huang

Michael has been in the Wealth Management Industry since 1997 where his primary area of focus has been in investment advisory and wealth advisory services. Michael joined RBC Wealth Management in 2020 as Vice President, Private Wealth Consultant; a role in which he will support advisors and fellow professionals in engaging enterprising families in broader discussions with respect to their family, their businesses and their wealth.

Prior to joining RBC Wealth Management Michael held several progressive roles at other financial institutions. Michael was the former Head of HNW Wealth Planning Services at another Canadian financial institution where he was involved in the development of: financial planning software, a HNW service delivery model, specialized planning services including the introduction of business advisory and cross border wealth planning.

Michael’s experience in conjunction with his completion of many industry leading designations suit him well as he helps initiate client discussions on family governance, family business succession, and legacy. Michael is dedicated to working as part of a multidisciplinary team guiding enterprising families to greater success.

Michael is committed to ongoing personal and professional development and is a continuous lifelong learner. Michael’s greatest skill comes in his ability to listen and work effectively with his peers at any level.

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 Private Banker, Nicole Russell provides tailored financial planning and banking services to a select group of successful entrepreneurs, professionals, executives and their families throughout the Greater Vancouver Area.  Her focus on understanding her clients' goals, aspirations and priorities enables her to provide customized advice and wealth management solutions that cover estate planning, credit, cash management and convenient day-to-day banking offerings. She strives to cultivate trusted relationships for the long term by collaborating with top experts from across RBC to implement intergenerational wealth plans, ensuring financial goals are for met today and in the future.

Ms. Russell brings over a decade of professional experience in both personal and business banking. Prior to taking on the role of Private Banker, Ms. Russell spent several years providing credit advice to some of the wealthiest RBC Private Banking clients in Western Canada. This included working with complex family and business structures to implement specialized credit solutions that accommodated unique financial objectives and tax considerations. Before specializing in lending, Ms. Russell was a trusted adviser to entrepreneurs as a Senior Business Account Manager. She helped her clients build and grow businesses by providing cash flow management recommendations and lending strategies. While assisting with business solutions, she concurrently supported the entrepreneur with personal financial management advice including every day banking, saving and investing, debt management and estate planning.

RBC has recognized Ms. Russell as being a national top performer for quality of client service and financial advice which has earned her an invitation to attend RBC's coveted annual convention three times in the past five years.

Nicole holds a Personal Financial Planning (PFP®) designation and a Diploma with Distinction in Financial Management.

As a Private Banker with RBC Wealth Management, Roberto Monteleone delivers comprehensive banking, wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in downtown Vancouver.

As a trusted advisor to his clients, Mr. Monteleone and his Private Banking team provide customized solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. As needed, he partners with a range of experts across RBC to deliver investment management, Wills and estate planning, commercial banking, business succession planning and trust structures to meet his clients' domestic and international needs. 

Mr. Monteleone brings over a decade of professional experience in both personal and commercial banking. Prior to taking on the role of Private Banker, Mr. Monteleone spent several years as a commercial account manager and provided advice to a number of the largest technology and media and entertainment companies in British Columbia. This included complex credit structures, cash management and cross border services. Before specializing in commercial banking, Mr. Monteleone held roles as a Mortgage Specialist and Personal Financial Advisor. 

Originally from Prince Rupert, BC. Mr. Monteleone is an avid sports fan. Outside of the office, he can often be found playing golf, hockey and cycling or hiking with his wife. 

Roberto is a student of the Personal Financial Planning (PFP®) designation.

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 committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.

Darren specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.

Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.

Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.

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.

Ask great questions. Listen. Educate, inform and implement.

When Cheryl meets with clients, she takes the time to truly understand their financial situation and then helps to guide them in making the right decisions for their needs.

Building caring, long-lasting relationships, Cheryl has spent over 30 years, collaborating with affluent families, professionals, executives and business owners, while partnering with their trusted advisors. She believes risk management is at the foundation of every wealth plan, and is known for simplifying complex financial situations.

Cheryl has earned multiple industry designations, along with the Family Business Strategy Essentials Certificate from the Sauder School of Business. In her spare time, she enjoys riding horses, skiing, boating and traveling.