As a Premier Banking Advisor for Coquitlam, Langley, White Rock and New Westminster areas, Aman 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, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 5 years' experience in financial services with RBC, Aman is respected by her clients, peers and the industry, and has received top performer recognition.
Aman is committed to giving back to the community and is highly active as a member of RBC Mosaic Erg. Aman is also a Regional Champion for BC Children's Hospital, where she volunteers her time heading the fundraising campaign and planning events throughout the year.
Born and raised in Surrey, B.C., Aman still resides in Surrey. When she is not hard at work with her clients, you will find her spending time and enjoying hiking, cooking and spending time with her family and friends. Aman is fluent in Punjabi.
Matthew J. Leggett, CFP®, CLU, CHS
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Matthew is a valuable member of your advisory planning team, working to help create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew's relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect wealth.
Specializing in estate planning, Matthew provides customized solutions to address concerns related to excessive taxation, estate preservation and business succession planning commonly faced by RBC clients.
Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, Matthew has memberships with: Financial Advisors Association of Canada (Advocis), Financial Planning Standard's Council (FPSC) and Society of Trust and Estate Practitioners (STEP).
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) 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 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.