Our RBC Partners

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

Aileen obtained a 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 Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA. In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation. Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.

Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as Vice President, Financial Planning Specialist.

In her previous role, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) as well as corporate restructuring.

Yat-Sze is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.

As a Financial Planning Specialist, Yat-Sze’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

What will your legacy be? Will it pass seamlessly to the people and causes you care about?

The son of an accountant and a teacher, Jesse is naturally analytical while driven towards empathetic conversations. He uses a technical and creative skillset to design plans that incorporate insurance based solutions to protect and enhance the impact of wealth across generations. He excels at turning complex planning matters into easily digestible options.

Committed to learning and growth, Jesse holds the Certified Financial Planner® and Chartered Life Underwriter® designations, is an Affiliate of the Society of Trust and Estate Practitioners, and earned a Bachelor of Fine Arts with Distinction. A husband and father of two, he lives an active life and can be found Nordic ski coaching, cycling to work or paddleboarding at Cultus Lake.

As a Private Banker with RBC Wealth Management, Private Banking, Allison Gordon-Collins provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families on the North Shore, Sunshine Coast and Sea to Sky Corridor.

Ms. Gordon-Collins has worked in financial services for over 17 years. Prior to joining RBC she held the position of Associate Private Banker to a Senior Private Banker of another major Canadian financial institution, and provided comprehensive private banking solutions and advice to high-net-worth and ultra-high-net-worth families. Prior to this she was a financial planner. Now, in her current role as Private Banker, she works to deliver seamless, unparalleled banking and financial solutions for clients with often-complex banking and credit needs. As needed, she partners with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, domestic and international trust services.

Ms. Gordon-Collins holds a Master of Business Administration (MBA) and a Bachelor of Commerce (B.Comm.) degree from Dalhousie University, and has earned the Personal Financial Planner (PFP) designation, which gives her insight into the ongoing needs of her clients. She is an Associate of the Institute of Canadian Bankers (AICB) and has completed the Financial Management Advisor(FMA)course.

Originally from Langley, British Columbia, Ms. Gordon-Collins attended university in Halifax, Nova Scotia. Outside of the office, she is passionate about supporting her community. For several years she volunteered her time on a non profit board, the Housing Foundation of British Columbia, which provides affordable housing for low-income seniors, and in 2014 was team captain for her local Juvenile Diabetes Research Foundation ride for diabetes research team. She also enjoys reconnecting with her university and served as the co-chair of Dalhousie's local Alumni association for several years. Ms . Gordon-Collins and her young family enjoy spending time by the ocean or in the mountains hiking, mountain biking, cross-country skiing and snowboarding.

Our promise to you: comprehensive, integrated banking and wealth planning

As a Private Banker with RBC Wealth Management, Private Banking, Daewoong (Dae) Ko provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Vancouver, Dae works with a select number of clients in Greater Vancouver to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short- and long-term goals.

Dae offers an extensive background in client relationship to his role as Private Banker. He draws on 13 years of experience within RBC, consisting of a wide range of roles including Relationship Management,  and Group Retirement Consultant, a specialized advisory role dealing with Registered Pension Plans and Group Retirement Saving Plans.

A graduate of York University with Honours Bachelor of Arts degree specializing in Economics and Statistics, Dae has continued to deepen his knowledge and expertise with key industry designations such as Retirement Plans Associate (RPA). Dae is also fluent in Korean.

Away from the office, Dae enjoys spending time with his family, exploring different parts of the world and playing golf.

As a Premier Banking Advisor for Vancouver, Bonnie Tang works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.

With more than 21 years of experience in financial services with RBC, Bonnie is respected by her clients, her peers and the industry, and has received top performer recognition. Bonnie is committed to giving back to her community and acts as a volunteer member for BC Children Hospital (BCCH) and Growing Chefs. She also supports the United Way annual fund raising campaign.

Born and raised in China, Bonnie migrated to Canada in 2000. She received her Bachelor of Business Administration, major in Accounting from the University of Macau, China.

Bonnie currently resides in the Vancouver area with her husband and son. When she is not hard at work for her clients, Bonnie enjoys yoga, cooking, baking and traveling overseas. She is also a fan of horror movies. Bonnie speaks fluent English, Cantonese and Mandarin.