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.
Managing wealth can be complicated. Working together shouldn't have to be.
Collaborating with your tax and legal professionals is something Carey does well. As a Chartered Professional Accountant, Trust & Estate Practitioner, and after many years in the tax and estate planning group of a leading Canadian life insurer, he understands there's a lot to consider when putting a plan in place.
Carey focuses on customizing tax-effective, insurance based solutions for business owners and high-net-worth families. His ability to simplify the complex and provide clarity of financial situations offers clients comfort in knowing they're being well looked after.
With a love of family and the outdoors, Carey is often found out on the golf course with his wife and two daughters. He has contributed to many industry publications and is a sought after speaker in English, Mandarin and Cantonese.