Inder is a Chartered Professional Accountant (CPA, CA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a Tax Manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high net worth families and business owners.
Inder’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 planning concerns you may have.
Eugene Dautzenberg, CPA, CA, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Successful individuals and entrepreneurs draw on the expertise from many professionals to shape their wealth and financial strategies. Your Private Banker is pleased to offer the resources of RBC to help you continue to grow your wealth.
Vanessa Do brings more than 17 years of experience in financial services. As a dedicated relationship manager, Vanessa and her team provides personalized, discreet financial counsel to high net worth business owners, entrepreneurs, professionals, and their families throughout the Greater Vancouver Area.
Private Banking clients' have access to sophisticated banking, personalized short and long-term credit solutions and flexible cash management. Depending on her clients' needs, these services may include estate planning, domestic and international trusts, financial planning and discretionary & non-discretionary investing. When necessary and appropriate, Ms. Do draws on the expertise of a broad group of specialist across RBC and works closely with other professionals on your team, such as lawyers and accountants, to ensure that RBC's capabilities are fully aligned with your needs.
Prior to joining Private Banking in January 2020; Vanessa was a Commercial Account Manager working with mid-market companies, national and large regional firms in legal, accounting, architecture, engineering and business services. She has held a succession of roles in the branch and retail network including a Senior Account Manager, Business & Personal, and prior to her time in Commercial banking, Vanessa worked in the Caribbean as a Trust Analyst with RBC's International Wealth Management team.
Vanessa holds a degree in Applied Sciences and MBA from Simon Fraser University. She also holds a Trust and Estate (TEP) designation from the Society of Trust and Estate Practitioners and is currently pursuing her Personal Financial Planning (PFP) designation to help her provide tailored financial planning counsel for her clients' increasingly sophisticated needs.
Outside of the office, Vanessa can be found traveling, exploring the city's newest restaurants, watching a game, running along the seawall, and spending time with her son.
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.
Phylicia works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Phylicia can help.
As a Private Banker in Vancouver, Glenn Tanaka provides expert financial counsel to a select group of clients throughout the West Coast.
Mr. Tanaka acts as a dedicated relationship manager for his clients and their families who value his discretion and guidance in advising them through all stages of their financial lives. The expertise and experience Glenn applies to his responsibilities was gained through a career of almost two decades in the financial industry.
Working with a relatively small number of clients ensures a level of highly personalized service. Mr. Tanaka provides sophisticated banking, customized short- and long-term lending solutions and flexible credit packages. Through the RBC Financial Group, he co-ordinates a team of domestic and international experts who provide investments, commercial banking, and domestic and international trust services, enabling him to deliver comprehensive financial strategies as required.
Mr. Tanaka has earned his Personal Financial Planner and Specialist, Trust Institute designations, and has completed the Canadian Securities Course. He was awarded a gold medal for academic excellence while completing his studies to become a Fellow of the Institute of Canadian Bankers. He holds a Finance degree from the University of British Columbia.
An active member of his community, Mr. Tanaka volunteers his time with the Nikkei Seniors Healthcare and Housing Society, and the Morten Creek Salmon Enhancement project (part of the RBC North Shore Employee volunteer project). He also coaches lacrosse and hockey, and is involved with fundraising for his son's school. In his spare time Mr. Tanaka enjoys golf, baseball and fishing.
As a Premier Banking Advisor for North, West and Downtown Vancouver, Aleisy Amirghahari 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 more than 12 years of experience in financial services with RBC, Aleisy is respected by her clients, her peers and the industry, and has received top performer recognition. Aleisy is committed to giving back to her community and acts as a volunteer member for BC Children Hospital (BCCH). She also supports the United Way annual fund raising campaign.
Born and raised in Iran, Aleisy migrated to Canada in 1997. She received her Bachelor of Computer Science, Software Systems from the University of Concordia, Montreal, Quebec.
Aleisy currently resides in the North Vancouver area with her husband and her daughter. Her son is pursuing his PHD in Robotics, in Georgia Tech University, Atlanta, US.
When she is not hard at work for her clients, Aleisy enjoys swimming, and playing Ping Pong. Aleisy speaks fluent English, and Persian.
As a Premier Banking Advisor for Downtown Vancouver, Katarina Tsamis 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 almost 4 years in the financial industry at RBC, and more than 10 years in customer service, Katarina is respected by her clients, her colleagues, and the industry. She has received top performer recognition, as well as being recognized for her partnering ability.
Katarina is actively involved in her community, organizing clothing drives for last 8 years for the Vancouver Downtown East Side. Katarina was born in North Vancouver, and studied English at Capilano University. Katarina currently resides in East Vancouver. When she is not working, she enjoys going to Pilates, spending time with family and friends, and being outdoors exploring her neighborhood.
Jesse Martyn, BFA, CFP, CLU
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
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.
Angus has more than a decade of experience in charitable giving and legacy planning. He currently contributes this expertise to RBC Family Office Services, where he collaborates closely with advisors, clients and their families. Together, they devise tailored giving strategies that harmonize the client's goals and values with their philanthropic aspirations and seamlessly integrate into their overall wealth management objectives.
He possesses distinctive insights gained from his involvement in establishing and managing a private foundation that provided donor-advised fund and philanthropic solutions to advisors and clients while at Gluskin Sheff. Furthermore, his extensive knowledge of legacy planning, capital campaigns, and intricate gift structures stems from his previous roles with SickKids Foundation and RBC Royal Trust.
Angus is a member of the Canadian Association of Gift Planners (CAGP), co-chair of the GTA CAGP Education Committee, and faculty member of the National CAGP Estate Fundamentals course. He has achieved his TEP designation from STEP (The Society of Trust and Estate Practitioners).