Our Extended Team
Meet Heather Baker, Financial Planning Consultant
Heather has extensive experience offering comprehensive financial planning to clients and has been with RBC since 1994.
She holds her Certified Financial Planners designation through the Financial Planning Standards Council, as well as the Personal Financial Planning designation through the Institute of Canadian Bankers. She has also received the Certified Senior Advisor designation through the Canadian Academy of Senior Advisors.
Heather believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Meet Matthew Legget, Estate Planning Specialist
Meet Grace Lai, Will & Estate Consultant
B.A., LL.B.
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 practiced 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 Charities Section.
Grace's role is to work with and support Gary and his team with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Grace will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
