Robert McLean, CIM

Investment Advisor

778-282-1106 | Email me
604-718-3026 | Connect

As an Investment Advisor with RBC Dominion Securities, I provide access to a comprehensive range of services to help you build and protect your wealth. A firm believer in ongoing education, I earned the industry-leading designation of Chartered Investment Manager (CIM) which is the highest-level of portfolio management training available through the Canadian Securities Institute.

Harnessing my expert knowledge and experience, I develop personalized wealth management strategies for my clients. My breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. My strategies encompass investment portfolio management, retirement and estate planning, insurance-based wealth protection as well as business succession.

Born and raised in Vancouver, I embody west-coast values and embrace both sides of my Canadian and immigrant heritage. Graduating from UBC with a double focus degree in sciences, I see the world as more than just dollars and cents. I am an avid sailor, fisherman and rock-climber and work hard to live a healthy and active lifestyle. As a road cyclist, I also participate in the annual Ride to Conquer Cancer benefiting the BC Cancer Foundation.

As an advocate for financial literacy, I am involved with educating youth on the topics of financial literacy and fiscal responsibility. Through seminars, classroom presentations and mentorship opportunities, I look to engage with all levels of high school and university students.

Actively supporting local sports and charities, you can often find me at fundraisers and community events throughout the greater Vancouver area.

The Wealth Management Team

Heather Baker, CFP, PFP, CPCA

Financial Planning Consultant

Heather has extensive experience offering comprehensive financial planning to clients and has been with RBC since 1994.

She holds her Certified Financial Planners designation through the Financial Planning Standards Council, as well as the Personal Financial Planning designation through the Canadian Securities Institute. She has also received the Certified Professional Consultant on Aging designation through Age-Friendly Business.

Heather believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.

Grace Lai, BA, LL.B

Will & Estates 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 practiced 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 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.

Sean Murray, MBA, CMA, CPA, TEP

Estate Planning Specialist

Sean is an experienced insurance and estate planning professional. Prior to entering the life of insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.

As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise. Sean's responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients' wealth management objectives; he works closely with you and your professional advisors in developing and implementing these strategies.

Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation. Away from the office, Sean and his wife Jacqui enjoy travelling and seeking out new destinations to explore.