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Zora Booker, CPA, CGA, MBA, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner-managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.
Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a high-net-worth client. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.
Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).
WEC
Jessica obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2012 and her Juris Doctor degree from the University of Calgary in 2015. She was called to the Bars of both Alberta and British Columbia in 2016.
Prior to joining RBC Wealth Management, Jessica practiced estates and trust law in downtown Vancouver, first at a mid-sized regional firm and later at a large international firm. Her practice focused on assisting clients with estate and incapacity planning, including the preparation of Wills, Powers of Attorney and Representation Agreements. Jessica also assisted high net worth individuals engaged in tax efficiency planning through the establishment, maintenance and reorganization of trusts and privately held corporate structures. In addition to her estate planning practice, Jessica advised executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures and passing of accounts.
Jessica would be pleased to work with you and your advisor to review your estate and trust matters, ensuring they efficiently achieve your estate planning and succession goals.
As a Premier Banking Advisor for the Fraser Valley , Kim Weisbeck works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 28 years of experience in Financial Services with RBC, Kim thrives on delivering a best in class experience to her clients. She is respected by her clients, her peers and the industry. She has received top performer recognition in multiple years for her diligent and effective work with clients and partners.
Kim currently resides in Mission. When she is not hard at work for her clients, she enjoys spending time with her family, either at a hockey rink or baseball field, depending on the season.
She also enjoys the outdoors, camping or kayaking, working out and taking her dog on long walks.
As a Premier Banking Advisor for Coquitlam, Langley, White Rock and New Westminster areas, Aman works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 5 years' experience in financial services with RBC, Aman is respected by her clients, peers and the industry, and has received top performer recognition.
Aman is committed to giving back to the community and is highly active as a member of RBC Mosaic Erg. Aman is also a Regional Champion for BC Children's Hospital, where she volunteers her time heading the fundraising campaign and planning events throughout the year.
Born and raised in Surrey, B.C., Aman still resides in Surrey. When she is not hard at work with her clients, you will find her spending time and enjoying hiking, cooking and spending time with her family and friends. Aman is fluent in Punjabi.