RBC Private Banking
Dan offers sophisticated banking and high-end credit to meet the needs of high-net-worth clients. He can provide high-end credit vehicles to help you create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending.
He can create a sophisticated package that is customized to include:
A full complement of banking options
A range of personal, family trust or holding company accounts
A sophisticated suite of credit tools
Financial Planning Consultant
Doug brings more that 30 years of experience in financial services to his role as a Financial Planner. Experience that has honed his ability to see clients successfully negotiate each stage of their financial lives.
Committed to constant improvement, Doug has complimented his career experience with extensive professional training. He is a fellow of the Institute of Canadian Bankers, a Certified Financial Planner, and a Financial Management Advisor. In addition, he holds the Specialist Trust Institute designation.
Doug believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Estate Planning Specialist
Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase net worth and reduce the impact of taxation today and at death.
The process involves understanding your personal and corporate objectives, and then providing information on Wills, incapacitation and trust planning. Arne then works together with your accounting and legal advisors toward developing an integrated estate plan.
Arne's Commerce Degree is specialized in "Entrepreneurial Management". He is also a member of the Professional Advisory Committee for the Business Family Centre at the UBC Sauder School of Business.