Financial Planning Specialist, Family Office Services, RBC Wealth Management
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a trusted partner of your advisor's team, Peter champions the integration of insurance solutions as an essential part of holistic wealth management planning.
Peter joined RBC in 2017. He has spent over 25 years in the financial services industry primarily focused on helping clients fulfill their financial dreams. Believing that it is never too early to plan, Peter is there to help discuss and provide solutions to protect yourself, your loved ones and your business in the event of the unexpected.
Peter received a Bachelor of Arts (BA) degree from the University of Toronto and holds the Personal Financial Planner (PFP) designation. He is passionate about spending time with his two younger daughters and faithfully cheering on his hometown team, the Toronto Raptors.