Extended Team

Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.

Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).

Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Andrew loves the insurance business. It’s not the products, it’s the opportunity to learn about you, your family and your life as a whole and how insurance may help you to reach your most cherished goals. That accounts for Andrew’s core purpose: to focus on people and provide the optimal solution for their unique circumstances.

Fundamentally, Andrew is an educator. He says, “If I hadn’t chosen the insurance business I would probably be a teacher. As an Estate Planning Specialist, my role is to educate clients on which situations these products are for, and how you make them work.” It is not about the sale. It’s about helping people discover an insurance solution that works for them, if any. It’s always about people, not product.

Andrew has been an Estate Planning Specialist since 1993. He lives in Toronto with his wife, daughter and their dog. An amateur boxer until 1992, he was the Ontario middleweight champion. Now he’s an avid squash player and fisherman.

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

As a Private Banker with RBC Wealth Management, Dianna Lao provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in the Greater Vancouver Area.

With over 18 years of experience in the financial industry with RBC, Dianna helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives. From her previous roles within RBC, Dianna brings a strong understanding of credit structures enabling her to effectively meet the credit needs of her clients.

Prior to joining RBC, Dianna managed her family business, which has provided her an ideal foundation for the work she does today in assisting clients meet their liquidity needs, in tax and estate planning, leveraged strategies, risk management, and in support of their business operations.

She frequently collaborates with external partners and advisors across RBC to deliver customized and complex credit solutions to meet clients’ financial goals. Dianna and her team aim to build long-term relationships with their clients based on confidence, integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and a holistic and client-focused approach to wealth management.

Dianna holds a Bachelor of Commerce Honours degree with a specialization in finance and marketing from Carleton University in Ottawa and is currently finalizing her Personal Financial Planner (PFP) designation. When not working or studying, she enjoys travel, outdoor sports and giving back to her community.