Our extended team of Specialists

Since 1996, Janny Chan has brought a wealth of experience in the financial services industry to her role as Private Banker in Vancouver. She provides comprehensive financial management for private clients and their families throughout the West Coast.

Ms. Chan is fluent in English, Cantonese and Mandarin. She provides in-depth financial advice to senior executives, business owners and their families, designing sophisticated banking, investment, and flexible short- and long-term credit solutions to meet their often-complex needs. Ms. Chan has been recognized with several awards throughout her career for her dedication to client service.

Working with a team of RBC specialists in Canada and in key markets worldwide, Ms. Chan is able to offer a complete range of services—including investments, business banking, estate planning, and domestic and international trusts—to meet each client's total wealth needs. She also consults with her clients' legal, tax and insurance advisors when appropriate, to ensure that each client's complete financial picture is being addressed.

Ms. Chan is a Personal Financial Planner and a Certified Financial Planner. She holds a Business degree with specializations in Finance and Management Information Systems from Simon Fraser University.

An avid volunteer with several community organizations, Ms. Chan also has an active family life. She is married and a busy parent to two young children.

As Private Banker in Vancouver, Jadie Leung provides expert financial counsel to a select group of clients throughout the West Coast.

Fluent in English, Cantonese and Mandarin, Ms. Leung acts as a dedicated relationship manager for her clients, their families and their businesses. Clients value her discretion and responsiveness in advising them through all stages of their financial lives, as well as her significant experience, gained through a career of more than a decade in the financial industry.

Ms. Leung designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for her clients. And through RBC , she works with a team of specialists, in Canada and in key markets worldwide. This team enables her to provide a complete range of services—including investments, commercial banking, estate planning, and domestic and international trusts—to meet each client's specific needs.

Committed to ongoing professional development, Ms. Leung has earned her Certified Financial Planner and Personal Financial Planner designations, and holds a Mathematics degree from the University of British Columbia. She enjoys reading, tennis and travelling in her spare time.

Christopher Chen brings more than 8 years of experience in the financial services industry to his role as Private Banker. He provides comprehensive financial management for private clients and their families throughout the Greater Vancouver area.

His diverse career, which includes experience in both personal and commercial banking has provided Mr. Chen with the ability to serve his clients through all stages of their financial lives. Working with a relatively small client base allows him to act as a true financial partner, and he provides in-depth financial advice to senior executives, business owners and their families, consulting with their legal, tax and insurance advisors when appropriate.

Mr. Chen designs sophisticated banking, investment and flexible short- and long-term credit solutions for his clients. Through RBC he works with a team of specialists in Canada and in key markets worldwide to provide a complete range of services - including investments, business banking, will and estate planning and domestic and international trusts - to meet each client's specific needs.

Committed to continuous learning, Mr. Chen is currently working toward his Personal Financial Planning (PFP®) designation. He has earned an Economics degree from the University of British Columbia and a Master of Business Administration (MBA) from the Smith School of Business, Queen's University and is a certified Financial Modelling & Valuation Analyst (FMVA®) from the Corporate Finance Institute.

Mr. Chen is an active member of the business community and participates actively with the Vancouver Board of Trade, BC Taiwanese Business Association, and the Canada-China Business Council. He spends much of his spare time with friends and family and enjoys the outdoors, travelling, hiking, and biking.

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, Debby Tay 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 9 years' of experience in financial services at RBC, Debby is respected by her clients, her peers and the industry, and has received top performer recognition. Debby is committed to giving back to her community and hosts fundraising campaigns for BC Children Hospital and the Food Bank. She also volunteers as an administrative assistant for the Growing Chefs.

Born and raised in Malaysia, Debby relocated to Canada in 2008 to complete her undergraduate degree. She now holds a Bachelor of Arts Degree from Simon Fraser University.

Debby currently resides in the Lower Mainland with her husband. When she is not hard at work for her clients, she enjoys spending time with her family and travelling to different places. Debby is fluent in Mandarin and Cantonese.

As a Premier Banking Advisor the Lower Mainland, Ella Lau provides banking and credit solutions to select high net worth individuals and their families of Wealth Management Canada. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region to provide personalized service and tailored advice to efficiently and effectively manage their clients' day-to-day banking needs.

With over 8+ years of experience with RBC, Ella is well respected by her clients and peers and has been awarded numerous Top Performance recognition. Ella holds a Diploma in Hospitality Management and has completed numerous Financial Planning courses. She is strongly committed to giving back to her community and has volunteered for Food for Life Community Meal and is an avid fundraiser for the BC Children's Hospital.

Born and raised in Hong Kong, Ella now resides in Richmond BC and in her spare time enjoys watching the Canucks play hockey, working with Lego and travelling. She is fluent in 3 Languages including English, Cantonese and Mandarin.

As a Premier Banking Advisor for the Richmond market, Min Hui Pak 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 13 years of experience in financial services with RBC, Min is respected by her clients, her peers and the industry, and has received top performer recognition. When she is not busy looking after her clients, Min loves to travel with her family.

Born in South Korea, Min came to Canada at age 10. She now resides in the Richmond area with her family. She is fluently bilingual in Korean and English.

Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.

Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.

Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

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.

As a Business Owner Specialist, High Net Worth Planning Services, Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.

Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.

Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course,
the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.

Avant d'entamer sa carrière dans le secteur de l'assurance vie il y a plus de 20 ans, Sean était directeur principal au sein du groupe du droit fiscal d'un cabinet comtable canadien. Possédant de l'expèrinece dans les domains de l'impôt sur le revenu des particuliers, de l'impôt sur les sociétés, de la planification de la relève d'enterprise et des restructurations, Sean propose à ses clients une approche nouvelle de la planification successorale. Sean travaillera en étroite collaboration avec vous et vos conseillers professionnels en vue d'élaborer et de metre en œuvre des stratégies avantageuses sur le plan fiscal pour vous aider à atteindre vos objectifs de gestion de patrimoine.

Comptable professionnel agréé, Sean détient un MBA de la Richard Ivey School of Business de l’Université de Western Ontario. Sean est membre des Chartered Professional Accountants of British Columbia, et de la Society of Trust and Estate Practitioners.

管理财富甚为繁复，但有我们助您一同规划，就能化繁为简。

与您的税务及法务专家通力合作，是Carey的专长。身为特许专业会计师（Chartered Professional Accountant）和信托及遗产规划师（Trust & Estate Practitioner）的他，在加拿大领先的人寿保险公司的税务和遗产规划部门从业多年，深谙在制定财富管理计划时，有许多事项需要周全考量。

Carey专注于为企业主和高净值家庭量身定制以保险为本，且极具税务效益的理财方案。他能简化复杂的问题，帮助客户全面了解财务状况并照顾其所需，让他们安心放心。

热爱户外运动的Carey, 也非常重视家庭生活。您总能在高尔夫球场上，看到他与妻子和两个女儿的身影。此外，Carey曾为许多业内刊物撰稿，也时常受邀举办英文、普通话及粤语讲座。

As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.

A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Chartered Financial Planner (CFP), Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) designations.

Catharine works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Catharine can help.

With more than 25 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.

As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.

Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.

Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Phylicia can help.

Grace在2000年從卑詩大學 (University of British Columbia) 取得文學學士 學位，並在2003年畢業於達爾豪西法學院 (Dalhousie Law School)。她在 2004年獲得卑詩省律師資格。

在加盟RBC之前，Grace在溫哥華從事執業律師，專長於遺產策劃和遺產管 理。不久之前，Grace曾在一個醫院基金會工作，為該慈善機構提供有關法 律事務的建議，以及為其捐助者提供有關慈善捐贈的意見。

Grace是加拿大律師協會遺囑和信託組別和慈善機構組別的成員。她會講流 利廣東話和普通話。

Grace很高興能與您和您的顧問攜手合作，為您策劃一個高效和具稅務效益 的遺產計劃。

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.

Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner-managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.

Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a high-net-worth client. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.

Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).