Extended Team

What will your legacy be? Will it pass seamlessly to the people and causes you care about?

The son of an accountant and a teacher, Jesse is naturally analytical while driven towards empathetic conversations. He uses a technical and creative skillset to design plans that incorporate insurance based solutions to protect and enhance the impact of wealth across generations. He excels at turning complex planning matters into easily digestible options.

Committed to learning and growth, Jesse holds the Certified Financial Planner® and Chartered Life Underwriter® designations, is an Affiliate of the Society of Trust and Estate Practitioners, and earned a Bachelor of Fine Arts with Distinction. A husband and father of two, he lives an active life and can be found Nordic ski coaching, cycling to work or paddleboarding at Cultus Lake.

Chloe Ellis is an experienced Group Consultant for RBC Royal Bank. She works seamlessly with organizational executives across Canada to provide industry leading advice on employee retirement benefits. Her charismatic approach to financial wellness is evident in her expert presentation abilities. She has facilitated countless financial wellness and professional development seminars to audiences including RBC Private Banking, TechBC, Burnaby Board of Trade, Langley Chamber of Commerce, the RBC Olympian program, and RBC Future Launch. Chloe is an advocate for the improvement of education, financial literacy and wellness among all Canadians.

As a private banker with RBC Wealth Management, Michael Choi provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families.

Based in the B.C. Lower Mainland, Michael works with a select number of clients in British Columbia to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.

When the need should arise, he has access to specialists from across RBC to work collaboratively and provide a complete range of complementary services. These range from investment management, estate/legacy planning, business owner planning as well as broad trust services to sophisticated credit and leverage strategies to support individual on their financial goals.

Michael offers an extensive background in client relationship to his role as private banker. He draws upon 20 years of experience within RBC, consisting of a wide range of roles in Commercial Banking, Retail Banking, as well as the strategy and planning experiences.

A graduate of Sacred Heart University in Fairfield, Connecticut, with a master's in sciences, Michael has continued to deepen his knowledge and expertise through his many years of experience in personal and commercial Banking.

Away from the office, Michael enjoys hiking and golfing.

Edward obtained his Bachelor of Arts degree from Simon Fraser University in 2013 and earned his Bachelor of Laws degree from the University of Leicester in the United Kingdom in 2015. He completed his Masters of Law at Peter A. Allard School of Law in 2016 and was called to the Bar in British Columbia in 2018.

Prior to joining RBC Wealth Management Services, Edward advised for a national trust company exclusive to physicians and their families, on fostering wealth and legacy transfer through estate planning and trust administration.

Edward practiced estates and trust law in a boutique law firm in downtown Vancouver, assisting clients with estate and incapacity planning, including the preparation of Wills, powers of attorney, representation agreements, as well as complex trusts. In addition, Edward advised executors, trustees and beneficiaries on estate and trust administration duties and responsibilities, including preparing applications for representative grants and administering complex asset structures.

Edward is a member of the Society of Trust and Estate Practitioners (STEP), Canadian Bar Association Wills and Trusts Section (Vancouver), and has been involved in various community and volunteer initiatives throughout his career, serving as a committee member for the Canadian Bar Association Legal Futures Initiative and director to the Global Lawyers of Canada in BC.

Edward’s diverse and practical experience in estate planning allows him to offer valuable guidance in the development of your estate plan.

Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia. 

Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations. 

Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have.