Biography

Anna-Marie Lyons graduated with a Masters in Business Administration from the Ivey School of Business, University of Western Ontario. She has completed all three levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course and is a Certified Financial Planner.

As an advisor to high net worth clients since 1991, Anna-Marie is a committed advocate for financial literacy and believes that a plan is imperative to meeting long term financial goals and ensuring effective estate transitions. Her role is to work with and support your advisor in preparing and presenting a comprehensive Compass Financial Plan.

Matthew is a valuable member of your advisors’ planning team, working to help you 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 your wealth.

Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.

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).

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 Wealth Management, 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).

Melissa’s role with RBC Wealth Management is to work with you and your advisor to review and/or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.

Tony specializes in tax and estate planning for business owner and high net worth families.

He has over 20 years of experience providing solutions and guiding high net worth families and business owners in the areas of tax, business succession, estate planning and intergenerational wealth transfer. Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.

Tony is a Chartered Accountant and a Certified Financial Planner. He holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia.

He has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course as well as a number of advanced tax courses related to tax, succession, and estate planning as well as wealth transfer and asset preservation for business owners.