Extended Wealth Management Team
Heather Baker, CFP, PFP,CPCA
Financial Planning Consultant, Comprehensive Financial Planning
In appreciation of your valued business relationship with us, Russell MacKay and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Heather Baker. Heather has extensive experience offering comprehensive financial planning to clients and has been with RBC since 1994. RBC Dominion Securities' comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Brad Coutts, CA
Financial Planning Specialist, Specialized Financial Planning
Brad is a Chartered Accountant (CA) and has completed all 3 levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course. He has a Bachelor of Commerce (majoring in Finance and Accounting) from the University of British Columbia and is looking forward to pursuing his Certified Financial Planner (CFP) designation.
Prior to joining RBC, Brad was a manager at one of the big-four public accounting firms where he had a broad range of tax planning and compliance experience, including mergers and acquisitions. Brad specialized in tax planning and compliance for private corporate groups, smaller owner-managed entities and high net worth individuals.
As a Financial Planning Specialist, Brad's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Matthew J. Leggett, CFP, CLU, CHS
Estate Planning Specialist, Comprehensive Insurance Planning
Matthew Leggett began his career in the financial services industry in 1995 and is a specialist in his field. Working closely with Russell, Matt employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions. Matthew can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Matthew evaluates various insurance offerings from Canada's top-ranked insurance providers.
Grace Lai, B.A., LL.B.
Will & Estate Consultant, Will & Estate Planning
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 practised 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 the 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 to structure your estate in an effective and tax-efficient manner.
Our RBC Banking Partners
Russell works closely with a select few Banking Partners to ensure his clients have the best access to Private Banking, Commercial Banking, Mortgage Specialists and day-to-day Banking Services.