Our partners

Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III).

Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.

A Chartered Accountant by training, Arthur spent time with a Big 4 accounting firm and a leading Canadian life insurer prior to RBC. A personal experience led him to rethink his career choice and he decided to dedicate himself to helping clients create, protect, and preserve wealth by implementing holistic insurance planning solutions. Wealth planning is personal; Arthur is here to support you.

Formerly an auditor of publicly traded insurance companies, Arthur's previous experiences allow him to speak with confidence, skill and knowledge regarding the nuances of accounting, taxation, and financial planning. Utilizing his unique understanding of the industry and in-depth insights, he works collaboratively with business owners, high-net-worth families, and their personal advisors to implement the most appropriate insurance solutions for their needs.

Fluent in both English and Mandarin, Arthur is able to confidently communicate with clients in their preferred language.

Working as a single point of contact, Avery partners with all Investment Advisors and Investment Counsellors across the Greater Toronto Area, primarily supporting RBC Wealth Management's Richmond Hill and Scarborough branches.

Avery speaks fluently Mandarin to support all Asian Market Wealth Management clients as per their needs. Avery brings strong experience in personal banking and credit from the past 7 years working in Canada's financial industry along with overseas banking experience prior to immigrating to Canada.

She obtained a Bachelor of Arts Degree in Economics in addition to completion of Certificate in Financial Service Advice. Avery is Multi-lingual, fluent in Mandarin, Cantonese, and English. She is capable and happy to support all Asian Market Wealth Management clients across the Greater Toronto Area as

per need.

Avery immigrated to Canada with her family in 2017 and now lives in Markham. In her spare time she enjoys playing guitar and skiing in winter.