Investment management is just one way we support your financial success. Our integrated approach can identify needs and opportunities in financial planning, will and estate consulting, insurance strategies and tax planning. Don’s skilled team will deliver outstanding service and ideas.
Anna-Marie Lyons, MBA, CFP, FCSI
Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991. An MBA graduate from the Ivey School of Business in London Ontario , Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist.
Sean Murray, MBA, CMA, CPA, TEP
Sean Murray is an experienced insurance and estate planning professional. Prior to entering the life insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. Sean, a Certified Management Accountant and Certified Public Accountant ( Delaware ), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.
As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise. Sean’s responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients’ wealth management objectives.
Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation.
WILL AND ESTATE CONSULTING
Aileen LaBorie, BA, LLB
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.
As a Will and Estate Consultant, Aileen's role is to provide clients with information on how to structure their estate in an efficient and tax-effective manner.
Prior to joining RBC Dominion Securities, Aileen practised law in Vancouver and Toronto . She specialized in estate planning, trusts and litigation until joining a major trust company in 2005. In her previous role, Aileen assisted clients with a range of estate planning matters, including Wills, trusts, Powers of Attorney and representation agreements.
Aileen is a member of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section (Vancouver), the Estate Planning Council of Vancouver, and The Board of Trustees of the YMCA Endowment Fund of Greater Vancouver.