Our extended team
Anna-Marie Lyons, MBA, CFP, FDS
Financial Planning Specialist
RBC Wealth Management Services
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 Specialist
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.
Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and litigation until joining a major trust company in 2005. In her previous role, Aileen assisted clients with a range of estate planning matters, including Wills, trusts, Powers of Attorney and representation agreements. Aileen is a member of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section (Vancouver), the State Planning Council of Vancouver, the Canadian Association of Gift Planners (Vancouver Roundtable), and The Professional Advisory Committee of the YMCA Endowment Fund.
Estate Planning Specialist
Wilton Lee is a valuable member of your advisor’s wealth management team. He offers effective solutions to optimize your financial security, increase net worth and reduce the impact of taxation, both today and at death.
Previous experiences working with business owners, along with operating his own small business, he is able to focus on understanding your needs. Following a career as a commercial pilot, Wilton began his career in the financial services industry (2004) as a financial advisor and then became a senior life insurance consultant with one of Canada’s leading life insurers. In April 2015, he joined RBC, specializing in estate planning and is able to provide innovative and tax efficient solutions for a variety of wealth management issues (both personal and corporate) that address your concerns.
With a commitment to learning and ongoing professional development, in 1988, Wilton obtained his Bachelor of Arts (Economics) degree from the University of British Columbia along with a diploma in Aviation Training (1988) from the University of Fraser Valley. He is currently pursuing the Certified Financial Planner (CFP) designation.
Wilton hails from South Africa and currently lives in Vancouver with his family. In his spare time, he is an avid golfer.