As a Private Banker with RBC Wealth Management, Phuong Nguyen provides comprehensive wealth management and financing strategies for domestic and international high-net-worth business owners, executives, families and organizations in Vancouver and the Lower Mainland.
With over 13 years of experience in the financial industry, Phuong helps clients with her in-depth knowledge and valued advice on integrated wealth management solutions to simplify and enhance their lives. Prior to becoming a Private Banker, Phuong worked as a financial planner and small business advisor, both of which provided her with an ideal foundation for assisting clients with their unique and varied needs.
By collaborating with external partners and advisors across RBC she can deliver customized and complex solutions to meet her client’s financial goals. Phuong and her team aim to build long-term relationships with their clients based on integrity, trust, communication, and confidentiality. They further aim to differentiate themselves through dedicated and exceptional service, and consistently delivering results for their clients.
Phuong holds a Bachelor of Science degree from the University of Manitoba, and the Certified Financial Planner (CFP) designation. She has been recognized by RBC as an outstanding performer having received both the RBC CARE and RBC Gold awards during her career.
Phuong was born in Ho Chi Minh City, Vietnam, raised in Winnipeg and moved to Vancouver in 2003. She is currently Treasurer for the Executive Board of the Killarney Gators Swim Club and has been a swim official for the Special Olympics. When not working, she enjoys travelling the globe with her husband and two children, and supporting her son as he competes in swim meets across the province.
Since 1996, Janny Chan has brought a wealth of experience in the financial services industry to her role as Private Banker in Vancouver. She provides comprehensive financial management for private clients and their families throughout the West Coast.
Ms. Chan is fluent in English, Cantonese and Mandarin. She provides in-depth financial advice to senior executives, business owners and their families, designing sophisticated banking, investment, and flexible short- and long-term credit solutions to meet their often-complex needs. Ms. Chan has been recognized with several awards throughout her career for her dedication to client service.
Working with a team of RBC specialists in Canada and in key markets worldwide, Ms. Chan is able to offer a complete range of services—including investments, business banking, estate planning, and domestic and international trusts—to meet each client's total wealth needs. She also consults with her clients' legal, tax and insurance advisors when appropriate, to ensure that each client's complete financial picture is being addressed.
Ms. Chan is a Personal Financial Planner and a Certified Financial Planner. She holds a Business degree with specializations in Finance and Management Information Systems from Simon Fraser University.
An avid volunteer with several community organizations, Ms. Chan also has an active family life. She is married and a busy parent to two young children.
As a Premier Banking Advisor for Vancouver, Wendy Mah 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 12 years of experience in financial services with RBC, Wendy is respected by her clients, her peers and the industry, and has received top performer recognition.
Wendy is committed to giving back to her community and acts as a coach for Little Mountain Baseball, as a volunteer member for Ascend Pan Asian Leaders Vancouver. She also participates in various fundraising campaigns for the United Way and Champion for Children’s Hospital.
Born in Vietnam and raised in Hong Kong and Vancouver, Wendy holds a Bachelor of Arts Degree, major in Sociology and Communication from Simon Fraser University.
She currently resides in the Vancouver area with her husband and two children and when she isn’t hard at work for her clients, you’ll find her spending time outside, hiking, running and working on her golf and tennis games. She also enjoys traveling and learning about other cultures. Wendy speaks fluent English and Vietnamese.
RBC Royal Trust
As the Will and Estate Advisor for the Vancouver and Okanagan regions, Rick brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
A graduate of Simon Fraser University with a Bachelor of Arts degree and a law degree from the University of Victoria. He is currently a member of the Law Society of British Columbia, the Wills and Estates Subsection of the Canadian Bar Association (BC), and the Society of Trust and Estate Practitioners (STEP).
Rick joined RBC Estate & Trust Services from private practice and brings over 15 years of experience as a full time estate planning lawyer with a downtown Vancouver law firm. He has extensive experience dealing with all facets of personal estate planning, including wealth preservation, asset protection, income splitting and tax minimization issues. During that time, Rick also dealt with court appointed committees for incapacitated individuals, and matters arising from the administration and wind up of estates.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Rick can help craft a tailored estate plan that meets their individual needs.
The combination of his professional expertise and his commitment to provide practical solutions makes Rick an invaluable resource for both clients and their financial advisors.
As a Senior Trust Advisor, Lois Yonash serves clients throughout British Columbia and is located in the Vancouver office. Lois provides a wealth of knowledge relating to trusts and their administration. With a career focus on client relationships, she is dedicated to her clients and provides a personalized service tailored to their specific needs.
A graduate of Edgewood College in Madison Wisconsin with a Bachelor of Arts (BA) degree and a Masters in Business Administration (MBA) Lois has continued to deepen her knowledge and expertise while attending industry conferences and educational courses.
Lois 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, Lois can help.
With more than 20 years of industry experience, Lois 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. Lois understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.