- Create your Family Legacy
- Estate planning checklist
- Executor's Kit
- Estate planning
- Simplify Complex Financial Affairs
- Family wealth management
Sam earned his Bachelor of Laws degree from the University of British Columbia in 2001. He was called to the Bar of Alberta in 2002, and the Bar of British Columbia in 2004.
Prior to joining RBC, he practiced law for a number of years at a mid-sized regional firm. In addition to practicing as a Will, Estate and Trust advisor, he also engaged in a general business law practice, including structuring and restructuring of businesses, acquisitions, and commercial lending and security.
Sam has acted as pro-bono counsel for a number of societies in the past, and continues to assist such societies as an advisor. He is a member of the Canadian Bar Association, and participates in the Wills and Estates subsection.
Sam would be pleased to discuss your Will, Estate and Trust matters and assist to ensure your intentions are carried out in an elegant and tax-efficient manner.
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 and your advisor to structure your estate in an effective and tax-efficient manner.
Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA) and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
As a Business Owner Specialist, Zora, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Prior to joining RBC, Zora spent over a decade with a leading Canadian accounting and business advisory firm where she focused on advising business owners on personal and corporate tax planning. Acting as a trusted advisor, Zora was responsible for the development and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning.
Zora is a Chartered Professional Accountant, Certified General Accountant and has a Bachelor degree in Science from the Simon Fraser University and a Masters in Business Administration from the University of British Columbia. Zora has completed all levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course.
Matthew J. Leggett, CLU, CHS, CFP®
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Matthew is a valuable member of your advisory planning team, working to help create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew's relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect wealth.
Specializing in estate planning, Matthew provides customized solutions to address concerns related to excessive taxation, estate preservation and business succession planning commonly faced by RBC clients.
Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, Matthew has memberships with: Financial Advisors Association of Canada (Advocis), Financial Planning Standard's Council (FPSC) and Society of Trust and Estate Practitioners (STEP).
As a Premier Banking Advisor for Coquitlam, Langley, Whiterock and New Westminster areas Meg Sulahian works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 5 years of experience in financial services with RBC, Meg has become a respected member of the banking community in which she works. Through a dedicated approach to client service and acting as a day to day banking expert, she has focused on ensuring her clients have the best suite of products and services the bank has to offer and tailored advice to meet their individual needs.
Meg is committed to giving back to her community and volunteers with the Syrian refugee program. She is the host of the Armenian Variety show on Vancouver’s Co-Op Radio and is a reporter for the Montreal based newspaper Horizon.
Meg has lived in three Canadian provinces and now resides in BC with her husband and two children. Meg holds a Bachelor of Arts Degree in Human Sciences and Literature from the Université D ’Alep.
She spends her spare time swimming, skating and traveling the world. She speaks English, French, Armenian, Arabic and Turkish.
As a Premier Banking Advisor for Coquitlam, Langley, White Rock and New Westminster areas, Aman works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 5 years' experience in financial services with RBC, Aman is respected by her clients, peers and the industry, and has received top performer recognition.
Aman is committed to giving back to the community and is highly active as a member of RBC Mosaic Erg. Aman is also a Regional Champion for BC Children's Hospital, where she volunteers her time heading the fundraising campaign and planning events throughout the year.
Born and raised in Surrey, B.C., Aman still resides in Surrey. When she is not hard at work with her clients, you will find her spending time and enjoying hiking, cooking and spending time with her family and friends. Aman is fluent in Punjabi.