Lappan Wealth Management Group of RBC Dominion Securities

 
 

Joe Lappan, BA, CIM, CFP, DMS

Vice-President & Investment Advisor

604-257-7186 | Email me
604-257-7391
1-800-427-7766

Founder of the Lappan Wealth Management Group, Joe has been providing financial advice to a select group of families for over 25 years. In fact, many of his initial clients are still with him and the trust spans across 3 generations.
 
Joe is a graduate of the University of Western Ontario with a Bachelor of Arts and British Columbia Institute of Technology with a Diploma of Technology, Marketing Management. A strong believer in continuingly strengthening and maintaining his knowledge, Joe has obtained the Certified Financial Planner (CFP), Certified Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations. He also holds a Futures/ Commodities License and is licensed in British Columbia as a Life Insurance Agent. Joe is a Fellow of the Canadian Securities Institute (FCSI) and is committed to over 30 hours of education in wealth management each year (including retirement and estate planning). Joe also believes in consistent and valuable communication with his clients. He publishes a quarterly newsletter and various articles on his website. Joe has also been a frequent financial market guest commentator on a local radio show.
 
Joe, along with his wife Shelly and their three children are residents of North Vancouver. He and his family enjoy hiking, cycling and skiing. A long-time Karate instructor, Joe has traveled to Japan to upgrade his qualifications and is on the JKA BC technical committee. As an NCCP qualified coach, Joe also volunteers as a referee and judge at provincial tournaments and the BC Winter Games. Understanding the importance of community Joe is a regular supporter of many community organizations including the Downtown Eastside Services, Juvenile Diabetes Research Foundation and Big Brothers of Greater Vancouver. Joe has also taught the Dollars With Sense program supported by Junior Achievement and offered through area high schools.

Matthew Mobilio, CFP

Associate

604-257-7083 | Email me

MATTHEW J. LEGGETT, CFP, CLU

Estate Planning Specialist

Matthew works with our team to help you create and preserve your wealth. Matthew follows a comprehensive process to assess your needs and, if appropriate, recommends tax-exempt insurance products that will help you achieve your wealth management objectives. Matthew can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes.

Matthew began his career in the insurance industry in 1995. He has acquired the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, and is pursuing the Registered Health Underwriter designation.

Aileen La Borie, LL.B., TEP

Vice President, High Net Worth Planning Services, RBC Wealth Management Services

Aileen obtained a 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 Bar in British Columbia and Ontario in 2004. She has completed her CPA in-depth tax course - levels 1 and 2

Prior to joining RBC Dominion Securities, Aileen practised law in Vancouver and Toronto. She specialized in estate planning, trusts and tax litigation until joining a major trust company in 2005. In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.

Aileen is the Vice-Chair of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), a member of the Canadian Bar Association Wills and Trusts Section (Vancouver), and a Trustee of the YMCA of Greater Vancouver Endowment Fund.

MELISSA NAGELBACH, LLB

Will & Estate Consultant

The financial strategies you apply will directly impact how and to whom your wealth and assets are transferred. A Will and Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your Will and estate consultation, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant. The underlying objective is to keep as much of your estate value as possible in the hands of those you choose.

Anna-Marie Lyons, MBA, CFP, FCSI, FDS

Financial Planning Consultant

Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.

An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.