Whether you are most concerned about managing your wealth today or shepherding it for future generations, Jennifer Lorz and her team are committed to understanding what is important to you. As a client, you will have a relationship with Jennifer as your investment advisor who takes the time to get to know you and your family well. You will also have the support of her additional team members who add their experience and expertise as needed for your more complex wealth planning and estate planning needs.

Jennifer Lorz

Investment Advisor & Financial Planner

778-306-9909 | Email me
604-463-6824 | Connect
1-877-272-2002

Coming from a family of high ranking military officers, Jennifer says she learned how to manage a team and to recognize the importance of personal and professional integrity & diligence at an early age, which ultimately led her to join RBC Private Counsel (now PH&N Private Counsel) almost 18 years ago.

She earned her Financial Planning Designation in 2002 and joined RBC Wealth Management with a discretionary investment management team as a Financial Planner. From there she worked with private clients, foundations and business owners to create Financial Plans to protect and grow their wealth while earning her Chartered Investment Management (CIM©) designation and completing her Level 1 CFA. She moved to RBC's Financial Planning platform in 2013 to further expand her knowledge of planning from the retail perspective with its additional focus on credit and banking. Now back in the RBC Wealth Management fold, Jennifer is working exclusively in wealth management and focuses on the long-term goals and financial planning needs of families, private individuals, and trusts in the Lower Mainland.

“I love to work with people who have big dreams,” Jennifer says, “and I like to help them come about.”

Jennifer lives in Coquitlam with her husband and two children.She can be found on the rugby pitch in the summer and on the mountains in the winter with plans to tackle an adventure race this year.

Dana George

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.

 

Brad Coutts

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

 

Arne Perrin

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.

 

Doug Waymark

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.