In addition to our Investment Team, we are supported by the following in-house experts who specialize in Financial Planning, Wills & Estates and Insurance Solutions.
Anna-Marie Lyons, MBA, CFP, FCSI, FDS
Financial Planner Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991. An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist.
Arne Perrin, BComm. (Hons)
Regional Insurance Specialist
Arne began his career in the financial services industry in 1999. Arne Perrin is an expert in his field, providing his clients with valuable ideas on how to create and preserve their wealth through the use of insurance products.
Arne employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. For more complicated situations, Arne will partner with other professional advisors in the development of appropriate solutions.
Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.
Matthew J. Leggett, CFP, CLU, RHU
Estate Planning Specialist
Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. For more complicated situations, Matt will partner with other professional advisors in the development of appropriate client solutions.
Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. Matt can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes. To help in this endeavour, Matt has access to insurance solutions from the top-ranked insurance providers in Canada.
Matt began his career in the financial services industry in 1995 and is an expert in his field. Matt graduated from Bishop's University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Registered Health Underwriter designations.
Melissa Nagelback, LL.B.
Will & Estate Consultant
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 Dominion Securities, 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 reorganizations, corporate financing, share and asset purchases 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.
Tony Markin, MBA, CA, CFP, TEP
Financial Planning Specliast
Tony has worked in the Financial Industry for more than 20 years. Most of Tonys experience has been in working with high net worth clients, both personal and corporate, to help them achieve their financial goals. Tony believes in a holistic and comprehensive approach to Financial Planning and provides advice in the areas of tax minimization, estate planning, business succession, and intergenerational wealth transfer.
A Chartered Accountant and Certified Financial Planner, Tony holds a Masters in Business Administration specializing in Global Asset and Wealth Management.
Tony has completed the Canadian Institute of Chartered Accountants In-depth Tax Course and the Canadian Tax Foundation Estate Planning Course. He is a member of the Canadian Tax Foundation, The Society of Trust and Estate Practitioners (Canada), and Advocis.