Carey Lee, CPA, CA, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Managing wealth can be complicated. Working together shouldn't have to be.
Collaborating with your tax and legal professionals is something Carey does well. As a Chartered Professional Accountant, Trust & Estate Practitioner, and after many years in the tax and estate planning group of a leading Canadian life insurer, he understands there's a lot to consider when putting a plan in place.
Carey focuses on customizing tax-effective, insurance based solutions for business owners and high-net-worth families. His ability to simplify the complex and provide clarity of financial situations offers clients comfort in knowing they're being well looked after.
With a love of family and the outdoors, Carey is often found out on the golf course with his wife and two daughters. He has contributed to many industry publications and is a sought after speaker in English, Mandarin and Cantonese.
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As the Will and Estate Advisor for the Vancouver and Okanagan regions, Rick brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
A graduate of Simon Fraser University with a Bachelor of Arts degree and a law degree from the University of Victoria. He is currently a member of the Law Society of British Columbia, the Wills and Estates Subsection of the Canadian Bar Association (BC), and the Society of Trust and Estate Practitioners (STEP).
Rick joined RBC Royal Trust from private practice and brings over 15 years of experience as a full time estate planning lawyer with a downtown Vancouver law firm. He has extensive experience dealing with all facets of personal estate planning, including wealth preservation, asset protection, income splitting and tax minimization issues. During that time, Rick also dealt with court appointed committees for incapacitated individuals, and matters arising from the administration and wind up of estates.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Rick can help craft a tailored estate plan that meets their individual needs.
The combination of his professional expertise and his commitment to provide practical solutions makes Rick an invaluable resource for both clients and their financial advisors.
Ella Lau
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor the Lower Mainland, Ella Lau provides banking and credit solutions to select high net worth individuals and their families of Wealth Management Canada. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region to provide personalized service and tailored advice to efficiently and effectively manage their clients' day-to-day banking needs.
With over 8+ years of experience with RBC, Ella is well respected by her clients and peers and has been awarded numerous Top Performance recognition. Ella holds a Diploma in Hospitality Management and has completed numerous Financial Planning courses. She is strongly committed to giving back to her community and has volunteered for Food for Life Community Meal and is an avid fundraiser for the BC Children's Hospital.
Born and raised in Hong Kong, Ella now resides in Richmond BC and in her spare time enjoys watching the Canucks play hockey, working with Lego and travelling. She is fluent in 3 Languages including English, Cantonese and Mandarin.