Will and Estate Specialists
Nicole received her Bachelor of Commerce Degree (Dean’s List) in 1991 and her Bachelor of Law degree in 1999 from the University of British Columbia.
She clerked at the British Columbia Supreme Court from 1999 to 2000 and was called to the British Columbia Bar in 2000. Nicole has also completed the Canadian Institute of Chartered Accountants In-depth Tax Course.
Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicole’s practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Estate Planning Specialists
Stephen began practicing in the financial services industry in 1982 and held various client advisory and senior management roles prior to joining RBC in 2016. Supported by his designation as a Chartered Life Underwriter (CLU) and his passion for people, he is best known for the level of attention provided to fully understand client wishes. As a result Stephen is able to provide a holistic assessment to your unique wealth management needs.
With a focus on assisting you secure existing wealth, increase your net worth and reduce the impact of estate taxation, Stephen helps ensure a comprehensive plan is put in place. He recommends creative, tax-exempt insurance solutions to address your ongoing needs and will readily partner with your other trusted professionals.
Stephen lives in Kelowna with his wife Mel and their dogs Teddy and Buster. They enjoy the simple things in life such as golf, travel and a good cup of tea.
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Wealth on your terms.
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.