Our Extended Team

Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003.

She was called to the British Columbia Bar in 2004. Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.

Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.

Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.

Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.

Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Prior to entering the life insurance industry more than 20 years ago Sean was a senior manager in the tax group of a national accounting firm. With experience in personal and corporate tax, estate and succession planning, and corporate reorganizations, Sean provides a fresh perspective to his clients' estate planning needs. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies to help meet your wealth management goals.

A Chartered Professional Accountant, Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, and the Society of Trust and Estate Practitioners.