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.
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. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner- managed Business course and all three levels of the In-depth Tax course through the CPA.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is a Director at Large and the chair of the Member Services Committee of STEP Canada, and a Past Chair of the Vancouver Branch Executive of STEP. She is a member of the Canadian Tax Foundation and a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years). Aileen volunteers as a member of the Development Committee of the Vancouver Foundation.
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.
Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.
Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Phylicia can help.
Matthew J. Leggett, CLU, CHS, CFP®
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).
Enjoy, preserve and enhance your wealth.
For 40 years, David has enjoyed collaborating with affluent clients to help them discover the possibilities within their wealth. Sometimes clients can be overwhelmed with the complexity of how best to enjoy, preserve and enhance their wealth – but by working with David, they have achieved much greater peace of mind.
David partners with clients’ external advisors and RBC Wealth Management’s planning professionals to deliver fully integrated wealth planning strategies. He is passionate about philanthropy: “I relish showing clients how they can create significance with their wealth for the charitable causes they want to support – during their lifetime and upon their passing – while still achieving their other wealth goals.” David has a reputation with clients and advisors of being respectful, credible and reliable.
As a Premier Banking Advisor for Coquitlam, Langley, Whiterock and New Westminster areas Meg Sulahian 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 5 years of experience in financial services with RBC, Meg has become a respected member of the banking community in which she works. Through a dedicated approach to client service and acting as a day to day banking expert, she has focused on ensuring her clients have the best suite of products and services the bank has to offer and tailored advice to meet their individual needs.
Meg is committed to giving back to her community and volunteers with the Syrian refugee program. She is the host of the Armenian Variety show on Vancouver’s Co-Op Radio and is a reporter for the Montreal based newspaper Horizon.
Meg has lived in three Canadian provinces and now resides in BC with her husband and two children. Meg holds a Bachelor of Arts Degree in Human Sciences and Literature from the Université D ’Alep.
She spends her spare time swimming, skating and traveling the world. She speaks English, French, Armenian, Arabic and Turkish.
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.