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, RBC Family Office Services
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.
Education and Experience
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); philanthropy; art and collections 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); and behavioural economic research (Digital Assets estate management). She is a graduate Masters in US Law at George Mason University, VA, USA, and has been 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, Paris, France, and completed the Federation of Law Societies of Canada, National Committee on Accreditation at UBC Peter A. Allard School of Law.
Professional and Industry
Sara is an active member of the Institute of Art and Law in London, UK; Canadian and American Bar Association; Member – Vancouver and Okanagan Chapter of STEP Canada and Co-Deputy Chair – STEP Global, Specialty Interest Group on Digital Assets and member of the Specialty Interest Group on Cross-Border Estates; active member of the Professional Services to the Air Market (PAIAM) in NYC, USA; and Board member of 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, Paris, France, and is a visiting lecturer in Blockchain and NFTs at UCLA Law school, Los Angeles, California; Sara is also a Senior Research Fellow at the École des Ponts, Paris, France. She is fluent in Italian and English and has working knowledge of French and Spanish.
Wealth Planning Consultation
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.
Zora Booker, CPA, CGA, MBA, TEP
Vice-President, High Net Worth Planning Services, RBC Family Office Services
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).
Nicole Todosichuk, B.Comm., LL.B, TEP
Vice President and Will & Estate Consultant, RBC Family Office Services
Nicole received her Bachelor of Commerce Degree (Dean’s List) in 1991 and her Bachelor of Law degree in 1999 from the University of British Columbia.
She clerked at the British Columbia Supreme Court from 1999 to 2000 and was called to the British Columbia Bar in 2000. Nicole has also completed the Canadian Institute of Chartered Accountants In-depth Tax Course.
Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicole’s practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Wealth on your terms.
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.