Estate planning specialists

 

Advisor

Carey Lee, CPA, CA, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Arne Perrin, B.Comm. (Hons), CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Sean Murray, MBA, CPA, CMA, CPA (DE), TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Cheryl Johnson-Engmann, CFP, CLU, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

David Temple, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


 

Will & Estate Consultants

 

Advisor

Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Edward T. Ngo, BA, LL.B, LL.M

Will & Estate Consultant, RBC Family Office Services


 

Financial planning specialists

 

Advisor

Eugene Dautzenberg, CPA, CA, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Yat-Sze Lo, CPA, CA, CFP

Vice President and Financial Planning Specialist, RBC Family Office Services


 

Business owner specialists

 

Advisor

Darren Bank, CPA, CA, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Zora Booker, CPA, CGA, MBA, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


 

Royal Trust, Estate Advisors

 

Advisor

Phylicia Rye, CFP®, PFP, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Catharine Turner, CFP®, FMA, TEP

Senior Trust Advisor, RBC Royal Trust


Advisor

Patrick (Rick) Montens, TEP

Will and Estate Advisor, RBC Royal Trust


 

Philanthropic advisory services

 

Advisor

Aileen Battye, LL.B, TEP

Vice President, High Net Worth Planning Services, RBC Family Office Services


 

Serving your whole financial picture

 

Clients of the Vancouver Royal Centre branch benefit from the support of multiple industry-leading RBC specialists in various streams of finance. Meet the professionals working for you.

 

Let us connect you with an advisor today!

 

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy cannot be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields