Lilly M. Kazaz

Lilly M. Kazaz, MBA, CFA

Director, Vice President & Portfolio Manager

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604-257-7391 | LinkedIn
1-800-427-7766
Jennifer Andrews

Jennifer Andrews, FMA

Senior Associate Advisor

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Nichola Dickson

Nichola Dickson, CIM

Senior Associate Advisor

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Erika Wang

Administrative Assistant

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CONSULTANTS:

DARREN BANK, CPA, CA

Business Owner Specialist, High Net Worth Planning Services

As a Business Owner Specialist, High Net Worth Planning Services, Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he specialized in providing tax planning services to privately held businesses and their shareholders. Darren guided clients through many of the complex personal and corporate issues faced by business owners by developing strategies for business owner and executive compensation, transition of the business to the next generation, management buyouts and sales to third parties, wealth preservation, and estate planning.
Darren is a Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology, and is a member of the Canadian Tax Foundation.

 

ZORA BOOKER, CPA, CGA, MBA

Business Owner Specialist, High Net Worth Planning Services

As a Business Owner Specialist, Zora, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner. 
 
Prior to joining RBC, Zora spent over a decade with a leading Canadian accounting and business advisory firm where she focused on advising business owners on personal and corporate tax planning. Acting as a trusted advisor, Zora was responsible for the development and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning. 

Zora is a Chartered Professional Accountant, Certified General Accountant and has a Bachelor degree in Science from the Simon Fraser University and a Masters in Business Administration from the University of British Columbia. Zora has completed all levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course.
 

MATTHEW J. LEGGETT, CFP, CLU

Estate Planning Specialist

Matthew works with our team to help you create and preserve your wealth. Matthew follows a comprehensive process to assess your needs and, if appropriate, recommends tax-exempt insurance products that will help you achieve your wealth management objectives. Matthew can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes.
 
Matthew began his career in the insurance industry in 1995. He has acquired the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, and is pursuing the Registered Health Underwriter designation.
 

MELISSA NAGELBACH, LLB

Will & Estate Consultant
 
The financial strategies you apply will directly impact how and to whom your wealth and assets are transferred. A Will and Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant. The underlying objective is to keep as much of your estate value as possible in the hands of those you choose.
 

TAHIR AMLANI, CA, MPAcc

Financial Planning Specialist
 
Tahir is a Chartered Accountant and has completed the Canadian Institute of Chartered Accountants' In-Depth Tax Course.  He holds a Bachelor of Commerce from the University of Windsor and a Masters of Professional Accounting from the University of Saskatchewan. 
 
Prior to joining RBC, Tahir was providing professional services to individuals, private companies, trusts and partnerships at one of the major global accounting firms.  His experience includes tax planning for individuals and corporations and financial planning for individuals transitioning out of the workplace.
 
Tahir's role is to work and support Lilly in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
 

 

 
 

"We are what we repeatedly do.
Excellence, then, is not an act but a habit."

                                                    - Aristotle