Financial Planning Specialists
Inder is a Chartered Professional Accountant (CPA, CA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a Tax Manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high net worth families and business owners.
Inder’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 planning concerns you may have.
Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations.
Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have.
Insurance Specialist
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Wealth on your terms.
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.
Jesse Martyn, BFA, CFP, CLU
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
What will your legacy be? Will it pass seamlessly to the people and causes you care about?
The son of an accountant and a teacher, Jesse is naturally analytical while driven towards empathetic conversations. He uses a technical and creative skillset to design plans that incorporate insurance based solutions to protect and enhance the impact of wealth across generations. He excels at turning complex planning matters into easily digestible options.
Committed to learning and growth, Jesse holds the Certified Financial Planner® and Chartered Life Underwriter® designations, is an Affiliate of the Society of Trust and Estate Practitioners, and earned a Bachelor of Fine Arts with Distinction. A husband and father of two, he lives an active life and can be found Nordic ski coaching, cycling to work or paddleboarding at Cultus Lake.
Will & Estate Consultant
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.
RBC Premier Banking
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.