Meet the extended team

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.

Jessie is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Arts in Economics and a Diploma in Accounting from the University of British Columbia. 

Prior to joining RBC, Jessie accumulated over eight years of experience in public practice. In his previous role as a Senior Tax Manager at one of the major global accounting firms, he specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts, and partnerships. His work focused on estate planning, business succession and corporate reorganizations. 

Jessie believes that financial planning is critical to achieving financial success. His role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial and tax planning concerns you may have. 

Simi obtained her Bachelor of Arts degree from the University of British Columbia in 2006 and earned her Bachelor of Laws degree from the University of Calgary in 2009. She was called to the Bar of British Columbia in 2010. Simi completed the three-year CPA Canada In-Depth Tax Course in 2015.

Following her call to the BC Bar, Simi practiced corporate law, estate and trust planning, and real estate law with a small Vancouver law firm before joining the tax group of a medium-sized firm in 2011, where she specialized in personal and corporate taxation matters, estate and trust planning and tax dispute resolution. She continued her practice of tax law and estate planning at the Vancouver office of a large international law firm before joining RBC. Her experience includes working in all areas of individual and corporate tax planning, business succession and reorganization, estate freezes, and trust planning.

Simi is a member of the Canadian Tax Foundation and the Canadian Bar Association (BC Branch) Wills & Trusts and Taxation Sections. She is also an executive member of the BC Women Lawyers Forum and was a member of the organizing committee for the 2015 and 2016 Ovarian Cancer Canada “LOVE HER” gala. Simi is fluent in Punjabi.

Simi would be pleased to assist you in developing strategies to structure your estate plan in an efficient and tax-effective manner.

Managing wealth can be complicated. Working together shouldn't have to be.

Collaborating with your tax and legal professionals is something Carey does well. As a Chartered Professional Accountant, Trust & Estate Practitioner, and after many years in the tax and estate planning group of a leading Canadian life insurer, he understands there's a lot to consider when putting a plan in place.

Carey focuses on customizing tax-effective, insurance based solutions for business owners and high-net-worth families. His ability to simplify the complex and provide clarity of financial situations offers clients comfort in knowing they're being well looked after.

With a love of family and the outdoors, Carey is often found out on the golf course with his wife and two daughters. He has contributed to many industry publications and is a sought after speaker in English, Mandarin and Cantonese.