Financial Planning

    Stephanie Dean

Stephanie Dean, BA, CFP, FCSI, CIWM
Financial Planning Consultant, RBC Wealth Management Services

Stephanie joins RBC Dominion Securities with extensive knowledge and experience in financial planning. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officer’s Course to complement her expertise.

An advocate of advanced education, Stephanie has volunteered with the Financial Planning Standards Council to develop level 2 Financial Planning examination material. She currently teaches with the CFP continuing education program at Camosun College. To promote financial literacy Stephanie presents in elementary school classrooms with Junior Achievement and volunteers with TAPS, Together Against Poverty Society.

 

Will & Estate

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Insurance

Arne Perrin, B.Comm. (Hons), CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Estate & Trusts

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust