Will and Estate Planning Consultation
Dana's role with RBC Wealth Management is to work with you and your advisor to review and restructure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
Prior to joining RBC Dominion Securities, Dana practiced law in Calgary, Lake Country (Kelowna area) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters.
Dana is a member of both the Alberta and British Columbia Law Societies, the Canadian Bar Association Wills and Trusts Section and a member of the Professional Women's Network.
Specialized Financial Planning
To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Brad Coutts, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your 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. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
Brad is a Chartered Professional Accountant (CPA, CA) and has completed all 3 levels of the Canadian Instituteof Chartered Accountants (CICA) In-Depth Tax Course. He has a Bachelor of Commerce (majoring in Financeand Accounting) from the University of British Columbia and has completed his Certified Financial Planner (CFP)designation. Prior to joining RBC, Brad had 10 years of tax experience with two of the big-four public accounting firms where he had a broad range of tax planning and compliance experience, including mergers and acquisitions. Brad specialized in tax planning and compliance for private corporate groups, smaller owner-managed entities and high net worth individuals
Comprehensive Insurance Planning
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, and succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death.
The process involves understanding your personal and corporate objectives, and then providing information on Wills, incapacitation and trust planning. Arne then works together with your accounting and legal advisors toward developing an integrated estate plan.
Working closely with your advisor, Arne employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.
To help you receive high-quality, cost-effective insurance solutions, Arne evaluates various insurance offerings from Canada's top-ranked insurance providers.
Comprehensive Financial Planning
RBC Dominion Securities' comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
Doug brings more than 30 years of experience in financial services to his role as a Financial Planner. Experience that has honed his ability to see clients successfully negotiate each stage of their financial lives. Committed to constant improvement, Doug has complimented his career experience with extensive professional training. He is a fellow of the Institute of Canadian Bankers, a Certified Financial Planner, and a Financial Management Advisor. In addition, he holds the Specialist Trust Institute designation.
Doug is also active in the community, currently as a member of the Semiahmoo Rotary Club.