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Darren specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.

Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.

Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.

Marta obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2004, and her law degree from the University of Alberta in 2009. She articled at an internationally recognized national law firm in Edmonton and became a lawyer in British Columbia in 2010.
Marta has more than 14 years of experience as a lawyer in private practice in the Lower Mainland, focusing on estate and incapacity planning, estate administration, and trusts. She regularly drafted and advised clients regarding Wills, powers of attorney, representation agreements, and trusts.
She also assisted clients at all stages of estate administration, including preparing probate applications, liquidating estate assets, and accounting to beneficiaries.
Marta’s extensive experience in both estate planning and estate administration allows her to offer valuable guidance in developing an effective estate plan. She would be pleased to work with you and your advisor and assist you with your estate plan.

Quel héritage laisserez-vous? Cet héritage sera-t-il légué aux êtres et aux causes qui vous tiennent à cœur?

Fils d’un comptable et d’une enseignante, Jesse est de nature analytique tout en étant intéressé par les conversations empathiques. Il utilise un ensemble de compétences techniques et créatives pour concevoir des plans qui intègrent des solutions d’assurance dans le but de protéger et d’améliorer l’impact de la richesse entre les générations. Il excelle à transformer des sujets complexes de planification en des choix faciles à comprendre.

Faisant preuve d’un engagement envers l’apprentissage et la croissance, Jesse est planificateur financier agréé (CFPMD), assureur-vie agréé (AVAMD) et membre de STEP (Society of Trust and Estate Practitioners). Il a obtenu un baccalauréat en beaux-arts avec distinction. Marié et père de deux enfants, il vit une vie active et est entraîneur de ski nordique, se rend au travail en vélo et pratique la planche à pagaie sur le lac Cultus.

Amman is a Chartered Professional Accountant (CPA) and has completed all three levels of the CPA In-Depth Tax Course. Prior to joining RBC Wealth Management, Amman was employed as a senior tax manager at one of the leading national accounting firms. He specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts and partnerships with a focus on tax minimization and corporate reorganizations. Amman believes that planning is critical to helping clients meet their financial goals. Amman’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.

Michel Bétournay, planificateur financier, a obtenu un baccalauréat en administration des affaires avec spécialisation en comptabilité de l’École des hautes études commerciales de Montréal (HEC Montréal) en 1991. Il détient en outre, depuis 2002, le titre de planificateur financier décerné par l’Institut québécois de planification financière (IQPF).

Michel travaille au sein du Groupe de la Banque Royale du Canada depuis 1993. Il compte quatorze années d’expérience à titre de planificateur financier, dont douze avec l’équipe de planification financière Compas.

Son rôle est de travailler avec votre conseiller et de l’aider à préparer et à présenter des plans financiers Compas complets.

As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.

Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.

Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Phylicia can help.