Financial Planning Consultant, (CFP), (FMA), (FCSI)
With a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner (CFP). As such Sandra is well equipped to provide you with financially sound and honest advice.
Sandra’s academic and professional qualification include many years of study in areas of Wealth Management Techniques, Building High Net Worth, Professional Financial Planning, the Canadian Securities Course and the Investment Advisors Course. She has consistently been an advocate of continued education for herself as well as actively promoting financial literacy within the community with an ongoing commitment to the Junior Achievement program, teaching elementary school students about saving budgeting and investing.
Supporting her belief that true wealth management comes from fully understanding a client’s goals, values priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing long-term considerations.
Will Estate & Consultant, (BA), (LL.B), (CFP)
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. Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section.
Grace works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Grace will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Vice-President, Estate Planning Specialist, (Bcomm), (CFP)
Arne Perrin has been with RBC since 2000. He focuses on Inter-generational wealth transfer, and succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisor toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).
Senior Trust Advisor, (CFP), (PFP)
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Easter Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to heal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both her Personal Financial Planner (PFP and Certified Financial Planner (CFP) designations, and is currently pursuing her Trust and Estate Practitioner (TEP) designation. She has over 20 year of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.
Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibility for a Power of Attorney, Phylicia can help.