The John Humphreys Wealth Management Team at RBC Dominion Securities is also supported by the following in-house experts who specialize in Financial Planning, Wills & Estates and Insurance Solutions.
Financial Planner, MBA, CFP, FDS
Anna-Marie prepares comprehensive Personal Financial Plans to help our clients identify and reach specific goals with respect to retirement, education and major-purchase funding, insurance, and estate planning. An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner and a Financial Divorce Specialist. She is a committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.
Will & Estate Consultant, LL.B.
Melissa is a lawyer who works closely with our clients to provide advice on tax and estate planning matters, including reviewing wills, powers of attorney, and representation agreements. Prior to joining RBC, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).
Arne J Perrin
Estate Planning Specialist, BCOM, CFP
Arne provides solutions to various wealth management issues using insurance products. Arne can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death. He can also ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes. Arne has 10 years of financial services industry experience, holds a Bachelor of Commerce degree, and has earned the Certified Financial Planner designation.