As a Premier Banking Advisor for Kelowna, Michelle Beauregard 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 5 years of experience in financial services with RBC, Michelle is respected by her clients, her peers and the industry, and has received top performer recognition. Michelle is committed to giving back to her community and acts as a volunteer member for the Heart and Stroke Foundation, YMCA Healthy Kids Day and YMCA Cycle for Strong Kids throughout past years.
Born in New Westminster and raised in Salmon Arm, Michelle holds a Diploma in Business Administration in 2013 from Okanagan College.
Michelle currently resides in Kelowna. When she is not hard at work for her clients, Michelle enjoys cooking, playing volleyball and spending time with family and friends.
Nicole received her Bachelor of Commerce Degree (Dean’s List) in 1991 and her Bachelor of Law degree in 1999 from the University of British Columbia.
She clerked at the British Columbia Supreme Court from 1999 to 2000 and was called to the British Columbia Bar in 2000. Nicole has also completed the Canadian Institute of Chartered Accountants In-depth Tax Course.
Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicole’s practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Brad became a Chartered Professional Accountant and a Certified Financial Planner after graduating from the University of Calgary with a Bachelor of Commerce Degree. He has worked in the financial services industry since 1992 both as an advisor and as a financial planner and he brings extensive expertise and experience to help professionals, business owners and other high net worth individuals with their financial planning needs.
Brad’s role is to work with and support your advisor in preparing and presenting you with a comprehensive Compass Financial Plan and to help identify and address any financial planning concerns or opportunities you may have.
Zora Booker, CPA, CGA, MBA, TEP
Vice President, Business Owner Specialist, 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 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).
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.
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