Wealth Management Specialists
Tony Markin | MBA, CA, CFP, TEP
High Net Worth Planning Specialist
Tony has over 20 years of experience in providing tax, business succession, estate planning and intergenerational wealth transfer solutions for business owners and high net worth families.
As a High Net Worth Planning Specialist, Tony's role is to work closely with Jason in meeting with his clients to discuss their overall wealth planning needs; to design and implement tax, estate and financial planning strategies for them. Tony specializes in helping clients with $20 millions or more in total investable assets. Jason is pleased to offer this service to his valued clients on a complimentary basis.
Tony is a Chartered Accountant and a Certified Financial Planner. His educational background includes a Masters in Business Administration degree in Global Asset and Wealth Management from Simon Fraser University and a Bachelors of Commerce degree from the Sauder School of Business at the University of British Columbia.
Charissa Tehrani | B.Comm, CA
Financial Planning Specialist
Charissa is a Chartered Accountant. She completed her Bachelor of Commerce at the University of British Columbia. Charissa has a broad range of experience in tax minimization through appropriate tax planning (corporate and personal), business restructuring and to provide financial planning services for individual transitioning out of the workspace.
As a Financial Planning Specialist, Charissa's role is to work with Jason in preparing and presenting a comprehensive financial plan. The plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. Charissa specializes in helping clients with $1 million or more in total investable assets. Jason is pleased to offer this service to his valued clients on a complimentary basis.
Matthew Leggett | CFP, CLU, CHS
Estate Planning Specialist
Matt expertises on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxations and secure your wealth through a variety of life insurance, annuity and living benefits solutions. As an Estate Planning Specialist, his role is to work closely with Jason in meeting with clients to employ comprehensive processes to assess their wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.
To help clients receive high-quality, cost-effective insurance solutions, Matthew evaluates various insurance offerings from Canada's top-ranked insurance providers.
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 the Certified Health Insurance Specialist designations.
Gregory Ward | LL.B.
Director, International Services
Using RBC's international network of offices and resources, Gregory provides specialized trust, investment, custody and private banking services to high-net-worth clients in North America and Europe as well as in Latin America and the Pacific Rim.
He was called to the British Columbia Bar in 1989. He works closely Jason, the lawyers, accountants and teams of professionals to develop and implement customized wealth management solutions, often involving assets in multiple jurisdictions.
Jim A. McLean | B.A.
Director, International Solutions
As a director of RBC Wealth Management International Solutions, Jim uses his directorship to RBCs global network of specialists in working with Jason to provide his clients with international banking and investment services, offshore trust structures, tax and estate plans and corporate solutions. He oversees the development and implementation of comprehensive financial planning services for high-net-worth private and corporate clients in Vancouver and elsewhere in British Columbia.
Jim has over 20 years of experience in his financial services career at RBC. His educational background includes a Bachelor's degree with honours in Business Commerce at the University of Windsor, and is currently pursuing a Master of Business Administration degree in Economic Development at Cape Breton University.