Noël Philippot, CIM

Vice-President, Portfolio Manager & Wealth Advisor

604-257-7693 | Email me

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), CFP®

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.

Our partners

Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management