Yat-Sze Lo, CPA, CA, CFP
Vice President and Financial Planning Specialist, RBC Family Office Services
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.
Aileen Battye, LL.B, TEP
Vice President, High Net Worth Planning Services, RBC Family Office Services
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.
Arne Perrin, B.Comm. (spécialisé), PFA
Vice-président et spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Un patrimoine à vos conditions.
L’aînée des filles d’Arne a une affiche sur son mur qui dit : « Soyez vous-même. Toutes les autres personnes sont déjà prises ». Et c’est exactement comment Arne vit sa vie. Il espère aussi que d’autres se sentent assez libres pour faire de même. C’est pourquoi son but ultime est d’aider ses clients à profiter de leur patrimoine et à le distribuer à leurs conditions.
Pour aider ses clients à faire des choix éclairés, Arne et son équipe se sont donnés comme mission d’écouter, d’interpréter, d’éduquer et de faire valoir – que l’assurance est un actif, et non une dépense, par exemple. La solution appropriée émergera ensuite d’une planification rigoureuse.
La loyauté et la confiance sont cruciales. En faisant toujours la bonne chose, Arne et son équipe sont résolus à être le premier choix des conseillers et des clients. Un atout en leur faveur est qu’ils ont la réputation d’être très réactifs, d’une minutie irréprochable, d’une grande probité – et qu’ils ne cessent de chercher à s’améliorer.