Financial Planning Specialists
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 Professional Accountant (CPA, 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 your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
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.
High Net Worth Planning Specialists
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 completed all three levels of the CPA in-depth tax course.
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 Dominion Securities, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is the Chair of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP). She is a member of the Canadian Bar Association, the Canadian Tax Foundation, and a Trustee of the YMCA of Greater Vancouver Endowment Fund.
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.
Zora specializes in tax and estate planning for business owners and high net worth families.
Prior to joining RBC, Zora spent over a decade with a leading Canadian accounting and business advisory firm where she focused on advising business owners on personal and corporate tax planning. Acting as a trusted advisor, Zora was responsible for the development and implementation of effective strategies for wealth preservation and accumulation in the context of tax, estate and succession planning.
Zora is a Chartered Professional Accountant, Certified General Accountant and has a Bachelor degree in Science from the Simon Fraser University and a Masters in Business Administration from the University of British Columbia. Zora has completed all levels of the Canadian Institute of Chartered Accountants In-Depth Tax Course, as well as the Advanced Tax Issues for the Owner-Managed Business Course.
Estate Planning Specialists
Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
An experienced insurance and estate planning professional, Sean specializes in providing succession and estate planning strategies for business owners and affluent families. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies that are optimized to 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.
Away from the office, Sean and his wife Jacqui enjoy outdoor pursuits, motorcycle touring, and finding new destinations to explore on their travels.
Arne Perrin, B.Comm. (Hons), CFP
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).
Matthew J. Leggett, CLU, CHS, CFP
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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).
Enjoy, preserve and enhance your wealth.
For almost 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. And 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. Let him help you Get the most out of life™.
Will and Estate Consultants
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.
Grace received her 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 British Columbia Bar in 2004.
Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.
Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner.
Jamie Ferguson brings over 18 years of financial experience to his role as Private Banker serving business owners, entrepreneurs, high-net-worth clients and their families throughout the Vancouver Area.
In his role as Private Banker, Mr. Ferguson and his team – who include a dedicated Private Banking Associate and Manager, Credit Structures – collaborate with a variety of partners throughout RBC to deliver tailored, personalized banking packages and high-end credit vehicles. As per each client’s unique circumstances, these packages may include specialized wealth management planning, business owner planning, estate planning and domestic and international trust structures.
Mr. Ferguson’s background as a Chartered Accountant and 10 years at major global accounting firms providing Canadian and U.S. tax advice to high-net-worth individuals in Toronto and Vancouver have helped him demonstrate a strong understanding of his clients’ complex financial concerns. Prior to his role of Private Banker, he spent several years developing comprehensive financial plans for high-net-worth clients of RBC as Financial Planning Specialist in Vancouver. His experience, technical depth and service orientation allow him to customize his approach for each client’s situation and stage of life. He is particularly well-suited to assist clients navigating life transitions such as business succession and immigration.
In addition to his CA, Mr. Ferguson has achieved a number of financial industry designations, including Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), and has both completed and taught CICA in-depth tax course. He has completed the Family Enterprise Advisor (FEA) program at UBC, a multi-disciplinary course designed for advisors working with family businesses. He also holds a Bachelor of Arts from Queen’s University, a Bachelor of Business Administration specializing in Automotive Dealership Management from Northwood University in Michigan, and a Master of Management and Professional Accounting from the University of Toronto.
Married with two young children, he enjoys skiing, biking and swimming with his family. He is a member of Team Finn and sits on the Board of Directors for the Team Finn Foundation, a registered charity raising funds and awareness for pediatric cancer research.
Biljana Manojlovic brings more than 24 years of financial services experience to her role providing personalized, discrete financial counsel to a select group of clients and their families throughout Vancouver and worldwide. As Private Banker, Ms. Manojlovic will work with specialists from throughout RBC to create a customized strategy that encompasses wealth planning, will and estate planning, retirement planning and philanthropic services. To simplify and make it easy to integrate all of your RBC relationships Ms. Manojlovic remains your key point of contact.
Ms. Manojlovic began her career in the financial industry as an Investment Advisor with a major Canadian firm. She joined RBC in 2003 as a Financial Planner before moving into the role of Private Banker. Today, business owners, executives and professionals count on her to look after all aspects of their wealth management, from retirement planning strategies to sophisticated banking and personalized credit solutions that address both immediate and long-term needs and goals. As an accredited Financial Planner, she offers her clients the expertise and resources they need to achieve their financial goals. She continually builds on her expertise to provide her clients with the highest quality financial advice and planning. As a part of this commitment, she has earned the professional designation of Certified Financial Planner (CFP). She also holds a Bachelor of Science degree in Economics and International Marketing.
Born and raised in Croatia on the Adriatic coast before moving to the west coast of Canada in the early 1990s, Ms. Manojlovic is an active member of her community and volunteered for several years with the YWCA as a student mentor. Outside of the office she enjoys spending time with her teenage son. She loves being outside in nature, walking, jogging, skiing and exploring new places.
Premier Banking Advisor
As a Premier Banking Advisor for Vancouver, Gail Robertson 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 23 years of experience in financial services with RBC, Gail has become a respected member of the community and the industry. She studied at Capilano University in Vancouver, British Columbia.
Originally from Ontario, Gail has spent time working in Ontario, Alberta and British Columbia. When she's not hard at work for her clients, you'll find Gail enjoying yoga and swimming. She is an avid traveler who also finds time to be an active Member of the Vancouver Art Gallery. She is a regular attendee at the Vancouver Symphony Orchestra.