As Premier Banking Advisor for the Lower Mainland, Cecilia 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 25 years' experience in financial services with RBC, Cecilia is respected by her clients, her peers and the industry, and has received top performer recognition.
Cecilia is committed to giving back to the community and is highly active with the Chinese Opera community, performing in senior care homes. Cecilia also partakes in the BC Children Hospital fundraising through RBC.
Born and raised in Hong Kong, Cecilia now resides in the Richmond area with her husband and two children. When she is not hard at work with her clients, you will find her spending time enjoying badminton and singing Cantonese opera. Cecilia is fluent in Cantonese (her mother language), Mandarin and English.
Aileen Battye, LL.B, TEP
Vice President, High Net Worth Planning Services, RBC Family Office Services
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. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA.
In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.
Grace在2000年從卑詩大學 (University of British Columbia) 取得文學學士 學位,並在2003年畢業於達爾豪西法學院 (Dalhousie Law School)。她在 2004年獲得卑詩省律師資格。
在加盟RBC之前,Grace在溫哥華從事執業律師,專長於遺產策劃和遺產管 理。不久之前,Grace曾在一個醫院基金會工作,為該慈善機構提供有關法 律事務的建議,以及為其捐助者提供有關慈善捐贈的意見。
Grace是加拿大律師協會遺囑和信託組別和慈善機構組別的成員。她會講流 利廣東話和普通話。
Grace很高興能與您和您的顧問攜手合作,為您策劃一個高效和具稅務效益 的遺產計劃。
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.