Noël Philippot, CIM

Portfolio Manager & Investment Advisor

604-257-7693 | Email me
604-718-3050
1-877-718-3026

Noël Philippot leads his team of Wealth Management professionals in providing expert advice to private investors, small businesses, and charitable organizations.

We are dedicated to building long-term relationships with our clients by clearly understanding their individual needs and values. As unique as you are, so too are the strategies and investment portfolios that we design to address your current position and satisfy future goals.  

Our goal is to protect and enhance our clients' wealth by providing in-depth advice on financial planning, insurance strategies, estate and tax-planning.

MEET AMY TUAN, BBA 

Associate

Amy joined RBC Dominion Securities in 2011. She holds a Bachelor of Business Administration Degree with a major in Finance. Having completed the Canadian Securities Course and the Conduct and Practices Handbook, Amy is fully licensed as an Investment Representative. She continues to challenge herself through the enrollment of the Chartered Financial Analyst Program.   

Before Joining RBC DS, Amy worked in the real estate sector where she gained her customer service experience. In her leisure time, you will find her volunteering for local events and walking her dog. 


MEET HEATHER BAKER 
Financial Planning Consultant
 

Heather has extensive experience offering comprehensive financial planning to clients and has been with RBC since 1994.

She holds her Certified Financial Planners designation through the Financial Planning Standards Council, as well as the Personal Financial Planning designation through the Canadian Securities Institute.  She has also received the Certified Professional Consultant on Aging designation through Age-Friendly Business.

Heather believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.


MEET SEAN MURRAY 
Estate Planning Specialist
 
Sean is an experienced insurance and estate planning professional. Prior to entering the life of 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. Sean's responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients' 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. 


MEET GRACE LAI 
Will & Estate Consultant
 

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 practiced 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 Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.

Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.