Anna-Marie prepares comprehensive personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning. Having obtained the Certified Financial Planner professional designation and with over 25 years' experience in the financial services industry, Anna-Marie has extensive experience helping clients plan for retirement and address other financial goals. She also has a Master's of Business Administration (MBA) from the Ivey School of Business and is a committed advocate for improved financial literacy.
Estate & Insurance Planning Specialist
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. He is an experienced insurance and estate planning professional with over 10 years in the industry. Prior to entering the estate planning industry, Sean was a senior manager in the tax group of a national accounting firm. His expertise includes personal and corporate tax, estate and succession planning, and corporate reorganizations.
Will & Estate Consultant
Melissa works with clients to provide information on structuring their estates in an efficient and tax-effective manner. She obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008. In previous roles, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills and Powers of Attorney.
Aileen La Borie
Vice President, High Net Worth Planning Services
Aileen specializes in assisting high-net worth clients and families with more complex needs in the areas of their succession, tax, retirement and estate planning. 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. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and tax litigation until joining a major trust company in 2005.
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