It's all about you. Stephanie Woo's advisory team is supported by an extensive industry leading team of RBC Wealth Management Services specialists. We recognize that with greater financial resources, comes greater financial complexity. We invite you to join us and enjoy the luxury of having a team of financial and wealth management experts to help you properly coordinate your financial matters and optimize the unique opportunities available to you in every stage of your life.  In addition, we coordinate our efforts with your existing professional advisors or can make recommendations to our external professional partners so you receive the optimal overall wealth management experience as your wealth needs evolve.

WILLIAM BACH, CFP

Financial Planning Consultant

William is committed to ongoing professional development for himself as well as promoting financial literacy within the community. Since 2013, William has had an ongoing commitment to Junior Achievement as a Program Mentor, educating high school students about financial literacy and investing. Supporting his belief that true wealth management comes from fully understanding a client’s goals, values and priorities, William consults with Stephanie to provide comprehensive projections illustrating your financial future with relevant stress test scenarios to provide additional peace of mind. And when life changes, these projections are easily updated for future review meetings.

EUGENE DAUTZENBERG, CPA, CA

Financial Planning Specialist

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 Stephanie in preparing and presenting comprehensive Compass Financial Plans


ANNA-MARIE LYONS, MBA, CFP, FCSI, FDS

Financial Planning Specialist

Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Specialist having been an advisor to high net worth clients since 1991. An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise. According to Anna-Marie, "One of the most rewarding aspects of the financial planning process is that it often facilitates family conversations about values, dreams and aspirations. It's a wonderful feeling to witness the level of communication, understanding and commitment to shared goals that can grow from an in-depth discussion about saving about spending.

 

YAT-SZE LO, B.COM.,CA

Financial Planning Specialist

Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as a Financial Planning Specialist. In her previous role as a senior tax manager, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring. Yat-Sze is a Chartered Accountant (CA). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants' In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.  As a Financial Planning Specialist, Yat-Sze's role is to work with and support Stephanie in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

 

SEAN MURRAY, MBA, CMA, CPA, TEP

Estate Planning Specialist

Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry, Sean was a senior manager in a tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. As an Estate Planning Specialist, Sean brings over 10 years of insurance expertise to RBC DS financial services Inc. Sean's responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients' wealth management objectives; he works closely with our clients in developing and implementing these strategies. Sean is a member of the Ceritifed Management Accountants of British Columbia, the American Institute fo Certified Public Accountants, the Society of Trust and Estate Practitioners (STEP), and the Canadian Tax Foundation.

 

MELISSA NAGELBACH, LL .B.

Will & Estate Consultant

Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.  Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements. Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).

 

TONY MARKIN, MBA, CA, CFP, TEP

Business Owner Specialist, High Net Worth Planning Services

As a Business Owner Specialist, High Net Worth Planning Services, Tony will help you explore succession, tax, retirement and estate planning issues you face as a business owner.  Tony Markin has over 20 years of experience in tax planning, business succession, estate planning and intergenerational wealth transfer. He specializes in financial planning for high net worth and business owner families, and has completed levels one and two of the In-Depth Tax Course offered by the Canadian Institute of Chartered Accountants. Additionally, Tony holds a Bachelor of Commerce degree, a Masters of Business Administration in Global Asset and Wealth Management, and is a member of The Society of Trust and Estate Practitioners as well as The Canadian Tax Foundation. He believes in taking a holistic approach to wealth management.

 

DARREN BANK, CPA, CA

Business Owner Specialist, High Net Worth Planning Services

Darren specializes in tax and estate planning for high net worth families.  Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning. Darren advised executives of public and private companies on executive compensation solutions. Darren is a Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology, and is a member of the Canadian Tax Foundation.