Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Cheryl Johnson-Engmann, CFP, CLU, TEP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Ask great questions. Listen. Educate, inform and implement.
When Cheryl meets with clients, she takes the time to truly understand their financial situation and then helps to guide them in making the right decisions for their needs.
Building caring, long-lasting relationships, Cheryl has spent over 30 years, collaborating with affluent families, professionals, executives and business owners, while partnering with their trusted advisors. She believes risk management is at the foundation of every wealth plan, and is known for simplifying complex financial situations.
Cheryl has earned multiple industry designations, along with the Family Business Strategy Essentials Certificate from the Sauder School of Business. In her spare time, she enjoys riding horses, skiing, boating and traveling.
Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.
Prior to joining RBC Wealth Management, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.
Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).
Melissa’s role with RBC Wealth Management is to work with you and your advisor to review and/or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
As the Will and Estate Advisor for the Vancouver and Okanagan regions, Rick brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
A graduate of Simon Fraser University with a Bachelor of Arts degree and a law degree from the University of Victoria. He is currently a member of the Law Society of British Columbia, the Wills and Estates Subsection of the Canadian Bar Association (BC), and the Society of Trust and Estate Practitioners (STEP).
Rick joined RBC Estate & Trust Services from private practice and brings over 15 years of experience as a full time estate planning lawyer with a downtown Vancouver law firm. He has extensive experience dealing with all facets of personal estate planning, including wealth preservation, asset protection, income splitting and tax minimization issues. During that time, Rick also dealt with court appointed committees for incapacitated individuals, and matters arising from the administration and wind up of estates.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Rick can help craft a tailored estate plan that meets their individual needs.
The combination of his professional expertise and his commitment to provide practical solutions makes Rick an invaluable resource for both clients and their financial advisors.
Zora Booker, CPA, CGA, MBA, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
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 high-net-worth client. 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).