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 and the Canadian Association of Gift Planners. 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 been working 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.
As a Business Owner Specialist, Zora, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Zora spent over a decade with a leading Canadian accounting and business advisory firm where she focused on advising business owners on personal and corporate tax planning. Acting as a trusted advisor, Zora was responsible for the development and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning.
Zora is a Chartered Professional Accountant, Certified General Accountant and has a Bachelor degree in Science from the Simon Fraser University and a Masters in Business Administration from the University of British Columbia. Zora has completed all levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course.
Stephen has practiced in the financial services industry since 1982 and is a Chartered Life Underwriter (CLU). Prior to joining RBC, he held various client advisory and senior management roles.
Working closely with your advisor, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
Stephen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).
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