Haleh (Holly) Alexander, MBA
Private Banker, Royal Bank of Canada
Holly brings more than 17 years of financial services experience to her role as an RBC Private Banker. Her previous role was Branch Manager at a number of North Shore RBC Branches. Holly is highly connected to all areas of Royal Bank. She provides personalized, discreet financial counsel to a select group of clients and their families throughout the North Shore and Vancouver.
Arne Perrin, BComm. (Hons), CFP
VP, Estate and Planning Specialist
Arne is specialized in estate planning, Arne provides solutions to various wealth management issues using insurance products. Arne can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.
Craig Dale, B.Com. (Hons), CA
Financial Planning Specialist
Craig is a Chartered Accountant and holds a Bachelor of Commerce (Honours) degree from Queens University and has completed and tutored the CICA In-Depth Tax Courses.
Craig's role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
Melissa Nagelbach, LL.B.
Will & Estate Consultant
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.
Melissa is a member of the Canadian Bar Association Wills and Trust Section (Vancouver). Her 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.