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 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.
Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.
Sandra Odgers - Financial Planning Consultant
With a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner (CFP). As such, Sandra is well equipped to provide you with financially sound and honest advice.
Sandra's academic and professional qualifications include many years of study in the areas of Wealth Management Techniques, Building High Net Worth, Professional Financial Planning, the Canadian Securities Course and the Investment Advisors Course.
Arne Perrin - Vice President and Estate Planning Specialist
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, and succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death.
The process involves understanding your personal and corporate objectives, and then providing information on Wills, incapacitation and trust planning. Arne then works together with your accounting and legal advisors toward developing an integrated estate plan.