Our Partners

Jamie is a Chartered Accountant (CPA, CA) and has completed the Chartered Professional Accounts of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts degree and a diploma in Accounting from the University of British Columbia.

Prior to joining RBC, Jamie accumulated over ten years of experience in public practice, most recently as a Tax Manager with one of the leading international public accounting firms. His experience includes providing strategic professional tax compliance, personal and corporate tax planning and advisory services to high net worth individuals, private and public corporations, trusts and partnerships.

Jamie’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.

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 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.

Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner- managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.
Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a business owner. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.
Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora
has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).