Rachel Sung, B.Comm., CIM

Investment Advisor

604-257-7607
604-257-7391
800-427-7766

Rachel has over a decade of experience in Wealth Management. She attended the University of British Columbia and graduated with a Bachelor of Commerce degree in Finance. Rachel also earned her Canadian Investment Manager (CIM) designations through the Canadian Securities Institute. Rachel joined RBC Dominion Securities in 2001. Prior to joining RBC, she worked as a Financial Planner for another major Canadian Bank. Rachel is fluent in English, Mandarin and Cantonese.

Anna Marie Lyons,

Financial Planning Consulting
 

Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to clients since 1991. An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.

 

Yat-Sze Lo,

Financial Planning Specialist
 

In her previous role as a senior tax manager, 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) and corporate restructuring. Yat-Sze is a Chartered Accountant (CA). 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.

 

Aileen LaBorie,

Will & Estate Consultant
 

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. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and litigation until joining a major trust company in 2005. In her previous role, Aileen assisted clients with a range of estate planning matters, including wills, trusts, Powers of Attorney and representation agreements.

 

Arne Perrin,

Estate Planning Specialist
 

Using a comprehensive process to assess client needs, Arne will partner with your other professional advisors in the development of appropriate solutions. With a focus on both personal and corporate solutions, Arne can help to increase your net worth and reduce the impact of taxation today and at death. To support this endeavor, Arne has access to insurance solutions from the top-ranked insurance providers in Canada. Arne's Commerce Degree is specialized in "Entrepreneurial Management". Arne has been with RBC Dominion Securities since 2000.