Anna-Marie Lyons, MBA, CFP, FCSI, FDS
Financial Planning Specialist
Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.
An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.
Sean Murray, MBA, CMA
Estate Planning Specialist
Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.
As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise to each client consultation. Sean’s responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet each client’s wealth management objectives. He works closely with you and your professional advisors in developing and implementing these strategies.
Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation. Away from the office, Sean and his wife Jacqui enjoy travelling and seeking out new destinations to explore.
Will & Estate Consultant
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 Dominion Securities, 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.