Meet The Team

Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.

In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.

Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.

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.

Inder is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner professional, and has completed the CPA In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University

of British Columbia. Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a tax

manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high-net-worth families and business owners. Inder’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial

planning concerns you may have.

Specialized financial planning

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer

you our highest level of financial planning. Personally prepared by Inder, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies

to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation

of your business, your advisor is pleased to offer this service to you on a complimentary basis.