Contact - My Biography is temporarily unavailable.
 
 
 
 
Doug Waymark, CFP, FMA - Financial Planning Consultant

Doug brings more than 30 years of experience in financial services to his role as Financial Planner. He helps clients successfully plan and enjoy each of their life stages using innovative and tax-efficient strategies. With a carefully detailed plan, clients are more comfortable and financially confident about their futures.

 

 
 
 
 
Matthew Leggett, CFP, CLU, CHS - Estate Planning Specialist

Matthew J. Leggett, CFP, CLU, CHS is a valuable member of your advisors team, helping to create and preserve wealth.

Matt began his career in the financial services industry in 1995 and is a specialist in his field. Matt graduated from Bishops University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter and the Certified Health Insurance Specialist designations.

 
 
 
 
Dana George, LL.B. - Will & Estate Consultant

Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005.

Prior to joining RBC Dominion Securities, Dana practiced law in Calgary, Lake Country (Kelowna) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters.

Dana is a member ot both the Alberta and British Columbia Law Societies, the Canadian Bar Association Wills and Trusts Section and a member of the Professional Women's Network.

Dana's role with RBC Wealth Management is to work with you and your advisor to review and restructure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.

 
 
 
 
Brad Coutts, CA - Financial Planning Specalist

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.

 
 
 
 
Catharine Turner - Estate and Trust Advisor

As an Estate and Trust Advisor, Catharine serves clients throughout Metro Vancouver. A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as Chartered Financial Planner.

Catharine works with individuals, families and businesses to provide 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 responsibilities for a Power of Attorney, Catharine can help.

With more than 20 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. We understand that no two clients are the same and so together with our RBC Estate & Trust Services partners, we can find the solution that's right for you.