Our Partners

Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner-managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.

Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a high-net-worth client. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.

Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).

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.

Wealth on your terms.

Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.

To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.

Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.

Jessica obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2012 and her Juris Doctor degree from the University of Calgary in 2015. She was called to the Bars of both Alberta and British Columbia in 2016.

Prior to joining RBC Wealth Management, Jessica practiced estates and trust law in downtown Vancouver, first at a mid-sized regional firm and later at a large international firm. Her practice focused on assisting clients with estate and incapacity planning, including the preparation of Wills, Powers of Attorney and Representation Agreements. Jessica also assisted high net worth individuals engaged in tax efficiency planning through the establishment, maintenance and reorganization of trusts and privately held corporate structures. In addition to her estate planning practice, Jessica advised executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures and passing of accounts.

Jessica would be pleased to work with you and your advisor to review your estate and trust matters, ensuring they efficiently achieve your estate planning and succession goals.

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, Heidi Stewart provides tailored planning and banking services to a select group of successful entrepreneurs, professionals, executives, and their families throughout the Greater Vancouver Area. Her focus on understanding her client's goals, aspirations, and priorities enables her to provide customized advice and wealth management solutions that cover estate planning, credit, cash management, and convenient day-to-day banking offerings. She cultivates trusted relationships for the long term and collaborates with top experts from across RBC to implement intergenerational wealth plans, ensuring financial goals are met for today and in the future.

Ms. Stewart brings over 30 years of professional experience in both personal and Commercial Banking. Prior to taking on the role of Private Banker, Ms. Stewart spent several years as a trusted advisor to entrepreneurs as a Commercial Account Manager. She helped her clients build and grow businesses by providing cash flow management recommendations and lending strategies. 

RBC has recognized Ms. Stewart as being a national top performer for quality of client service and financial advice which has earned her an invitation to attend RBC's coveted annual convention.