Simi obtained her Bachelor of Arts degree from the University of British Columbia in 2006 and earned her Bachelor of Laws degree from the University of Calgary in 2009. She was called to the Bar of British Columbia in 2010. Simi completed the three-year CPA Canada In-Depth Tax Course in 2015.
Following her call to the BC Bar, Simi practiced corporate law, estate and trust planning, and real estate law with a small Vancouver law firm before joining the tax group of a medium-sized firm in 2011, where she specialized in personal and corporate taxation matters, estate and trust planning and tax dispute resolution. She continued her practice of tax law and estate planning at the Vancouver office of a large international law firm before joining RBC. Her experience includes working in all areas of individual and corporate tax planning, business succession and reorganization, estate freezes, and trust planning.
Simi is a member of the Canadian Tax Foundation and the Canadian Bar Association (BC Branch) Wills & Trusts and Taxation Sections. She is also an executive member of the BC Women Lawyers Forum and was a member of the organizing committee for the 2015 and 2016 Ovarian Cancer Canada “LOVE HER” gala. Simi is fluent in Punjabi.
Simi would be pleased to assist you in developing strategies to structure your estate plan in an efficient and tax-effective manner.
As a Premier Banking Advisor for the Fraser Valley , Kim Weisbeck 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 more than 28 years of experience in Financial Services with RBC, Kim thrives on delivering a best in class experience to her clients. She is respected by her clients, her peers and the industry. She has received top performer recognition in multiple years for her diligent and effective work with clients and partners.
Kim currently resides in Mission. When she is not hard at work for her clients, she enjoys spending time with her family, either at a hockey rink or baseball field, depending on the season.
She also enjoys the outdoors, camping or kayaking, working out and taking her dog on long walks.
Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations.
Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have.
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern 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 deal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years 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 responsibilities for a Power of Attorney, Phylicia can help.