Noël Philippot, CIM

Vice-President, Portfolio Manager & Wealth Advisor

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

Noël aims to protect and enhance his clients' wealth by leading his team of Wealth Management professionals in providing expert advice to simple and complex situations. With extensive experience and capabilities, Noël is able to provide tailor made wealth management strategies and discretionary investment management to his select clients.

A Vice-President of RBC Dominion Securities, Noël has also been a recipient of the RBC Performance Convention and was named to RBC Dominion Securities prestigious President’s Club. He is a holder of the Chartered Investment Manager (CIM) Designation.

Community involvement is a core belief for Noël. He is the current Chair of the board of directors of the Delta Foundation.

Amy Tuan, BBA (Fin)

Associate Wealth Advisor

778-282-1102 | Email me

Amy has been a crucial member of Noël’s team since 2013, and has over eight years of experience in the banking and investment industry. She holds a Bachelor of Business Administration Degree with a major in Finance.

Fully licensed as a Registered Representative, Amy’s focus is on assisting clients with account administration, trading, and wealth management. Amy takes pride in providing the highest level of client service, with the goal of exceeding her client’s expectations.

Heather Baker, CFP, PFP

Financial Planner

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.

Sean Murray, MBA, CPA, CMA, TEP

Vice-President & Estate Planning Specialist

An experienced insurance and estate planning professional, Sean specializes in providing succession and estate planning strategies for business owners and affluent families. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies that are optimized to meet your wealth management goals.

A Chartered Professional Accountant and Certified Public Accountant (Delaware), Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, the Estate Planning Council of Vancouver, and the Canadian Tax Foundation.

Away from the office, Sean and his wife Jacqui enjoy outdoor pursuits, motorcycle touring, and finding new destinations to explore on their travels.

Grace Lai, B. Admin, LL.B

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.