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- Building a successful business succession plan
- Business planning
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- Estate and Wealth Protection
- Invest for your future
- Investment Solutions
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Our Extended Team
Craig is a Chartered Professional Accountant, holds a Bachelor of Commerce (Honours) degree from Queens University, has completed and tutored the CICA In-Depth Tax Courses and is a member of the Society of Trust and Estate Practitioners (Canada).
In his previous role as a tax manager at one of the leading international accounting firms, Craig specialized in developing and implementing tax planning strategies for high net worth individuals, their owner managed entities and family trusts with a focus on succession and estate planning. Craig has also assisted with the tax planning for corporate sales, acquisitions, and reorganizations.
Craig’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
An experienced insurance and estate planning professional, Sean specializes in providing succession and estate planning strategies for business owners and affluent families. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies that are optimized to meet your wealth management goals.
A Chartered Professional Accountant and Certified Public Accountant (Delaware), 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, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, the Estate Planning Council of Vancouver, and the Canadian Tax Foundation.
Away from the office, Sean and his wife Jacqui enjoy outdoor pursuits, motorcycle touring, and finding new destinations to explore on their travels.
Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005.
Prior to joining RBC Wealth Management, Dana practiced law in Calgary, Lake Country (Kelowna area) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters.
Dana’s role with RBC Wealth Management is to work with you and your advisor to review and restructure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.