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.
Yat-Sze Lo, CPA, CA, CFP
Vice President and Financial Planning Specialist, RBC Family Office Services
Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as Vice President, Financial Planning Specialist.
In her previous role, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) as well as corporate restructuring.
Yat-Sze is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.
As a Financial Planning Specialist, Yat-Sze’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
As a Private Banker with RBC Wealth Management, Dianna Lao provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in the Greater Vancouver Area.
With over 18 years of experience in the financial industry with RBC, Dianna helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives. From her previous roles within RBC, Dianna brings a strong understanding of credit structures enabling her to effectively meet the credit needs of her clients.
Prior to joining RBC, Dianna managed her family business, which has provided her an ideal foundation for the work she does today in assisting clients meet their liquidity needs, in tax and estate planning, leveraged strategies, risk management, and in support of their business operations.
She frequently collaborates with external partners and advisors across RBC to deliver customized and complex credit solutions to meet clients’ financial goals. Dianna and her team aim to build long-term relationships with their clients based on confidence, integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and a holistic and client-focused approach to wealth management.
Dianna holds a Bachelor of Commerce Honours degree with a specialization in finance and marketing from Carleton University in Ottawa and is currently finalizing her Personal Financial Planner (PFP) designation. When not working or studying, she enjoys travel, outdoor sports and giving back to her community.