Our Extended Team
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.
Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation. Aileen is Secretary of STEP Canada, and a Past Chair of the Vancouver Branch Executive of STEP. She is a member of the Canadian Tax Foundation and a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years). Aileen volunteers as a member of the Development Committee of the Vancouver Foundation.]
Sean Murray, MBA, CPA, CMA, CPA (DE), TEP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Prior to entering the life insurance industry more than 20 years ago Sean was a senior manager in the tax group of a national accounting firm. With experience in personal and corporate tax, estate and succession planning, and corporate reorganizations, Sean provides a fresh perspective to his clients' estate planning needs. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies to help meet your wealth management goals.
A Chartered Professional Accountant and Certified Public Accountant (Delaware), Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, the Estate Planning Council of Vancouver, and the Canadian Tax Foundation.
Enjoy, preserve and enhance your wealth.
For 40 years, David has enjoyed collaborating with affluent clients to help them discover the possibilities within their wealth. Sometimes clients can be overwhelmed with the complexity of how best to enjoy, preserve and enhance their wealth - but by working with David, they have achieved much greater peace of mind.
David partners with clients' external advisors and RBC Wealth Management's planning professionals to deliver fully integrated wealth planning strategies. He is passionate about philanthropy: "I relish showing clients how they can create significance with their wealth for the charitable causes they want to support - during their lifetime and upon their passing – while still achieving their other wealth goals." David has a reputation with clients and advisors of being respectful, credible and reliable.