Our partners

Darren specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.

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

Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.

Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as Vice President, Financial Planning Specialist.

In her previous role, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) as well as corporate restructuring.

Yat-Sze is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.

As a Financial Planning Specialist, Yat-Sze’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 and tax planning concerns you might have.

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.

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。

As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.

A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Chartered Financial Planner (CFP), Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) designations.

Catharine 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, Catharine can help.

With more than 25 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.

Avant d'entamer sa carrière dans le secteur de l'assurance vie il y a plus de 20 ans, Sean était directeur principal au sein du groupe du droit fiscal d'un cabinet comtable canadien. Possédant de l'expèrinece dans les domains de l'impôt sur le revenu des particuliers, de l'impôt sur les sociétés, de la planification de la relève d'enterprise et des restructurations, Sean propose à ses clients une approche nouvelle de la planification successorale. Sean travaillera en étroite collaboration avec vous et vos conseillers professionnels en vue d'élaborer et de metre en œuvre des stratégies avantageuses sur le plan fiscal pour vous aider à atteindre vos objectifs de gestion de patrimoine.

Comptable professionnel agréé, Sean détient un MBA de la Richard Ivey School of Business de l’Université de Western Ontario. Sean est membre des Chartered Professional Accountants of British Columbia, et de la Society of Trust and Estate Practitioners.

As a Premier Banking Advisor for Vancouver, Bonnie Tang 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 21 years of experience in financial services with RBC, Bonnie is respected by her clients, her peers and the industry, and has received top performer recognition. Bonnie is committed to giving back to her community and acts as a volunteer member for BC Children Hospital (BCCH) and Growing Chefs. She also supports the United Way annual fund raising campaign.

Born and raised in China, Bonnie migrated to Canada in 2000. She received her Bachelor of Business Administration, major in Accounting from the University of Macau, China.

Bonnie currently resides in the Vancouver area with her husband and son. When she is not hard at work for her clients, Bonnie enjoys yoga, cooking, baking and traveling overseas. She is also a fan of horror movies. Bonnie speaks fluent English, Cantonese and Mandarin.