Dan Keane brings extensive wealth planning expertise to his role as Private Banker with over 20 years' experience in financial services, including 10 years working with both international and domestic private clients. He provides personalized, discrete financial service to a select group of clients throughout the Vancouver Lower Mainland.
Mr. Keane, a Certified Financial Planner, recognizes the importance of adopting a holistic, multi-generational approach to wealth planning issues and guides his clients and their families through all stages of their financial lives. Working closely with a dedicated in-house team of RBC experts, Mr. Keane is in a position to offer his clients an array of sophisticated investment, lending, international and domestic trust solutions, customized to meet their specific immediate requirements and long-term planning goals.
Focusing on a relatively small number of clients, Mr. Keane is able to build strong personal relationships, ensure the highest level of discretion and offer his clients proactive planning strategies best suited to their individual and family circumstances. When appropriate, he will adopt an open architecture approach, working with his clients' external professional advisors to implement integrated solutions that address business, wealth transfer, estate planning and taxation needs, including business succession planning.
Mr. Keane's clients value his discretion and responsiveness in advising them through all stages of their lives, as well as his significant experience. Mr. Keane has completed the Personal Financial Planner Program and holds a Science degree from the University of Alberta. He is married with two young and active boys.
Arne Perrin, B.Comm. (Hons), CFP®
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
His style is to plan first and then educate you about your options, so that you can make an informed choice. The process involves understanding your personal and corporate objectives, and then reviewing your financial and estate planning documents. Arne then works together with your professional advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in Entrepreneurial Management. He is a Certified Financial Planner, and a graduate of the Family Enterprise Advisor program from the Family Enterprise Xchange (FEX).