As a Premier Banking Advisor the Lower Mainland, Ella Lau provides banking and credit solutions to select high net worth individuals and their families of Wealth Management Canada. Acting as a single point of contact, she partners with Investment Advisors and Counsellors across the region to provide personalized service and tailored advice to efficiently and effectively manage their clients' day-to-day banking needs.
With over 8+ years of experience with RBC, Ella is well respected by her clients and peers and has been awarded numerous Top Performance recognition. Ella holds a Diploma in Hospitality Management and has completed numerous Financial Planning courses. She is strongly committed to giving back to her community and has volunteered for Food for Life Community Meal and is an avid fundraiser for the BC Children's Hospital.
Born and raised in Hong Kong, Ella now resides in Richmond BC and in her spare time enjoys watching the Canucks play hockey, working with Lego and travelling. She is fluent in 3 Languages including English, Cantonese and Mandarin.
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.
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.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Ask great questions. Listen. Educate, inform and implement.
When Cheryl meets with clients, she takes the time to truly understand their financial situation and then helps to guide them in making the right decisions for their needs.
Building caring, long-lasting relationships, Cheryl has spent over 30 years, collaborating with affluent families, professionals, executives and business owners, while partnering with their trusted advisors. She believes risk management is at the foundation of every wealth plan, and is known for simplifying complex financial situations.
Cheryl has earned multiple industry designations, along with the Family Business Strategy Essentials Certificate from the Sauder School of Business. In her spare time, she enjoys riding horses, skiing, boating and traveling.
Vice President and Financial Planning Specialist, Family Office Services, RBC Wealth Management
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.
Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003.
She was called to the British Columbia Bar in 2004. Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.