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.
Prior to joining RBC Dominion Securities, 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 incorporation, 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).
Arne Perrin, B.Comm. (Hons), CFP
Estate Planning Specialist
Arne Perrin, BComm. (Hons), CFP is a valuable member of your IA’s team, helping you create and preserve your wealth. Arne employs a comprehensive process to assess client needs, and for more complicated situations, will partner with your other professional advisors in the development of appropriate solutions.
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 today and at death. 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.
Arne’s Commerce Degree is specialized in "Entrepreneurial Management”. Together with experience, these unique skills allow him to assist many of our clientele through different stages of their businesses. Committed to lifelong learning, Arne believes strongly in ongoing personal development through education.
Anna-Marie Lyons, MBA, CFP, FCSI, FDS
Financial Planning Specialist
Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.
An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.
According to Anna-Marie, "One of the most rewarding aspects of the financial planning process is that it often facilitates family conversations about values, dreams and aspirations. It’s a wonderful feeling to witness the level of communication, understanding and commitment to shared goals that can grow from an in-depth discussion about saving about spending.”