Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
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 business owner. 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).
Vice-président et spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Avant d'entamer sa carrière dans le secteur de l'assurance vie il y a plus de 20 ans, Sean était directeur principal au sein du groupe du droit fiscal d'un cabinet comtable canadien. Possédant de l'expèrinece dans les domains de l'impôt sur le revenu des particuliers, de l'impôt sur les sociétés, de la planification de la relève d'enterprise et des restructurations, Sean propose à ses clients une approche nouvelle de la planification successorale. Sean travaillera en étroite collaboration avec vous et vos conseillers professionnels en vue d'élaborer et de metre en œuvre des stratégies avantageuses sur le plan fiscal pour vous aider à atteindre vos objectifs de gestion de patrimoine.
Comptable professionnel agréé, Sean détient un MBA de la Richard Ivey School of Business de l’Université de Western Ontario. Sean est membre des Chartered Professional Accountants of British Columbia, et de la Society of Trust and Estate Practitioners.
Simi obtained her Bachelor of Arts degree from the University of British Columbia in 2006 and earned her Bachelor of Laws degree from the University of Calgary in 2009. She was called to the Bar of British Columbia in 2010. Simi completed the three-year CPA Canada In-Depth Tax Course in 2015.
Following her call to the BC Bar, Simi practiced corporate law, estate and trust planning, and real estate law with a small Vancouver law firm before joining the tax group of a medium-sized firm in 2011, where she specialized in personal and corporate taxation matters, estate and trust planning and tax dispute resolution. She continued her practice of tax law and estate planning at the Vancouver office of a large international law firm before joining RBC. Her experience includes working in all areas of individual and corporate tax planning, business succession and reorganization, estate freezes, and trust planning.
Simi is a member of the Canadian Tax Foundation and the Canadian Bar Association (BC Branch) Wills & Trusts and Taxation Sections. She is also an executive member of the BC Women Lawyers Forum and was a member of the organizing committee for the 2015 and 2016 Ovarian Cancer Canada “LOVE HER” gala. Simi is fluent in Punjabi.
Simi would be pleased to assist you in developing strategies to structure your estate plan in an efficient and tax-effective manner.