Stephanie Dean, Financial Planning Consultant


Stephanie joins RBC Dominion Securities with extensive knowledge and  experience in financial planning. She maintains the Fellow of the Canadian  Securities  Institute (FCSI) and Certified International Wealth Manager  (CIWM) designations from the Canadian Securities Institute, a well as the  Certified Financial Planner  (CFP) designation through the Financial Planning  Standards Council. Stephanie has also completed the Canadian Insurance Course and the branch Compliance  Officers  course. Stephanie offers a comprehensive financial planning approach addressing your issues and concerns and helps you to clarify your objectives. Your  personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement,  and  estate planning and will ultimately assist you in maximizing your situation and achieving your goals.

 

Tim Greengoe, Estate Planning Specialist


Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
 
In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
 
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Magnus.

Grace Lai, Will & Estate Consultant


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.

Melissa Louie, Mortgage Specialist


With over 10 years in the Mortgage Industry, Melissa Louie is one of the top  Mortgage Specialist in Victoria. Melissa's passion and knowledge are the 2  key factors  why many customers have used her services. Her expertise and  resources allows her to provide clients with the most comprehensive  mortgage solutions with  home purchasing, refinancing, and financial  planning. Melissa is committed to providing her clients and industry partners with the highest level of service and  professionalism. Her clients often comment that her rates, service and advice are the best in Victoria. Her experience has also allowed her to provide unique financing to self-employed, new-comers to Canada, and high-net worth clients.

Catharine Turner, Senior Trust Advisor


As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.

A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Chartered Financial Planner (CFP) and Financial Management Advisor (FMA) designations.

Catharine 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, Catharine can help.

With more than 25 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.