Our industry leading specialists, simplifying life's complex financial issues.
Darren Bank, CPA, CA, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Darren specializes in tax and estate planning for high net worth families.
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.
Sara M. Johnson, ESQ, Ph.D., TEP, CFP, LL.M. (US Law), JD
Vice President, High Net Worth Planning Services— International Estate, Art and Digital Legacy Planning, Family Office Services, RBC Wealth Management
Sara specializes in international estate planning, art collection and digital legacy planning for UHNW families in developing their wealth and legacy plans. Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.
Sara has two decades of professional experience in complex estate and trust administration and planning; business succession; cross-border tax planning (STEP Advanced Certificate in Cross-Border Estates); family governance (STEP Advanced Certificate on family enterprise advising); art collection management and art estates planning (“Art as Global Business” Certificate, the Sotheby’s Institute of Art and European Institute of Sustainability, “Art Disruption,” NFTs and tokenization of Art, legal and tax planning); as well as, Digital Assets Inventory and estate management. She is a graduate of Masters in US Law at George Mason University and was called to the California State Bar in 2021. Sara achieved her Ph.D. in International Management (Behavioural Finance and Law) at the International School of Management in France, as well as completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law.
Sara is an active member of the following groups and institutions:
American Bar Association (ABA) in Chicago, US
California Lawyers Association CLA Trust and Estate, and IP Chapters in Los Angeles, US
Beverley Hills Bar Association in Los Angeles, US
International Bar Association (IBA) in London, UK; Technology Law Committee, Art, Cultural and Heritage Committee, IP and Entertainment Committee
Fellow of the European Law Institute in Vienna, Austria; Model Rules on Succession of Digital assets SIG; Access to Digital Assets SIG, and Model Rules on Algorithmic Contracts SIG
STEP Canada; the STEP Cross-Border Estates SIG
The Institute of Art and Law in London, UK
Art Lawyers Association (ALA) in London, UK
Professional Advisors to the International Art Market (PAIAM) in New York City, US
Alumnus of the of Harvard Law School, HarvardX, Berkman Klein Center for Internet and Society
Third Space Life Charity in the Okanagan
She lectures the fall/winter seminars on International Business Law, Business Succession, Trust, International Arbitration and
M&A at ISEG, MBA course in Paris, France. She is also a visiting lecturer of Blockchain and NFTs at UCLA Law school. Sara is fluent in Italian and English and has working knowledge of French and Spanish.
Sara works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.
Gali Gelbart, B.Sc., LL.B, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Gali obtained a Bachelor of Science degree in Biology from the University of Victoria in 2000, and a Bachelor of Laws (LL.B.) degree from the University of British Columbia in 2005. She was called to the British Columbia Bar in 2006.
Prior to joining RBC Wealth Management, Gali practiced law in both Vancouver and Victoria, specializing in the areas of Wills and estates, and corporate/ commercial law. She has been a guest speaker for seminars and podcasts on estate law topics, and is a contributor to professional development with the Canadian Bar Association Wills and Estates, and Elder Law sections.
Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Estate Planning Council of Canada. Gali is also a designated Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
As a Private Banker with RBC Wealth Management, Private Banking, Ian Mitchell provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Victoria, Ian works with a select number of clients throughout Vancouver Island 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.
Ian offers an extensive background in client relationship management to his role as Private Banker. He draws on 27 years of industry experience, consisting of a wide range of Client Advisory, Leadership, and Learning & Development roles through his career.
A graduate of Thompson Rivers University with a Bachelor's of Commerce Degree, Ian has continued to deepen his knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP).
Away from the office, Ian enjoys time with his family. Together with his wife Kristin and their daughter Samantha, Ian enjoys spending time mountain-biking and going on wilderness walks. And as an animal lover he can't resist stopping to say hi to any dog he sees.
Please feel free to contact me directly to see how I can help you in your financial life as a client of RBC Private Banking.
Inder is a Chartered Professional Accountant (CPA, CA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a Tax Manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high net worth families and business owners.
Inder’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 planning concerns you may have.
Tim Greengoe, BA, MBA, CFP®, CLU, CHS
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.
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 Trust and Estate Practitioner (TEP) and the Financial Management Advisor (FMA) 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 30 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 Royal Trust partners, she can find the solution that’s right for you.