Private Banking
As a Private Banker, Robert Arnould provides over 18 years of financial services experience to high-net-worth businesses, families and organizations in Vancouver. Through RBC Wealth Management, Private Banking, he acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives.
As part of a tailored suite of Private Banking services, Mr. Arnould designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client’s specific needs. To ensure that his clients receive a high level of business and financial knowledge, he has earned the Chartered Investment Manager (CIM) designation and holds a Bachelor of Business Administration degree from the University of British Columbia.
Prior to joining Private Banking, Mr. Arnould owned and managed his own business. This experience now gives him unique insight into the needs of business owners and family enterprises, and planning strategies that can help to manage business wealth and establish succession planning arrangements.
Originally from Winnipeg, Mr. Arnould has called Vancouver his home since 1987. Married with two daughters aged 10 and 12, he keeps busy outside the office on his motorcycle, in the water or enjoying a fine vintage with family and friends.
Premier Banking
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 the Fraser Valley , Kim Weisbeck 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 28 years of experience in Financial Services with RBC, Kim thrives on delivering a best in class experience to her clients. She is respected by her clients, her peers and the industry. She has received top performer recognition in multiple years for her diligent and effective work with clients and partners.
Kim currently resides in Mission. When she is not hard at work for her clients, she enjoys spending time with her family, either at a hockey rink or baseball field, depending on the season.
She also enjoys the outdoors, camping or kayaking, working out and taking her dog on long walks.
Financial Planning Specialist
Song is a Chartered Professional Accountant (CPA) and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Courses. He holds a Bachelor of Accounting degree from the British Columbia Institute of Technology and is a member of the Canadian Tax Foundation.
Prior to joining RBC, Song was a tax manager with a national accounting firm where he has experience in tax planning, estate planning, and business reorganizations for high-net-worth families. In addition, Song also worked at the Canada Revenue Agency as a senior tax avoidance auditor. Song is fluent in Mandarin.
Song’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan as well as to identify and assess any related financial and tax planning concerns you might have.
Inder Mandar, CFP, CPA, CA
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Inder is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner professional, and has completed the CPA In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University
of British Columbia. Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a tax
manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high-net-worth families and business owners. Inder’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
planning concerns you may have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. 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 Inder, 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 your 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.
High Net Worth Planning Specialist
Darren Bank, CPA, CA, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Darren specializes in tax and estate planning for high net worth families.
Prior to joining RBC, Darren was a tax partner with a national accounting and advisory firm where he focused on providing tax planning services to high net worth families and shareholders of privately held businesses. Darren guided clients through many of the complex personal and corporate issues faced by high net worth families and business owners by developing strategies for wealth preservation and tax minimization, the transfer of wealth to the next generation, and estate and succession planning.
Darren, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high net worth client. Darren specializes in tax and estate planning for business owners and high net worth families.
Darren is a Chartered Professional Accountant, Chartered Accountant and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course, the Corporate Reorganization Course and the Tax Planning for the Owner Manager Course. Darren is a TEP designated member of STEP (The Society of Trust and Estate Practitioners) and is a member of the Canadian Tax Foundation. Darren is a graduate of the University of British Columbia and the British Columbia Institute of Technology.
Will & Estate Consulting
Jessica obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2012 and her Juris Doctor degree from the University of Calgary in 2015. She was called to the Bars of both Alberta and British Columbia in 2016.
Prior to joining RBC Wealth Management, Jessica practiced estates and trust law in downtown Vancouver, first at a mid-sized regional firm and later at a large international firm. Her practice focused on assisting clients with estate and incapacity planning, including the preparation of Wills, Powers of Attorney and Representation Agreements. Jessica also assisted high net worth individuals engaged in tax efficiency planning through the establishment, maintenance and reorganization of trusts and privately held corporate structures. In addition to her estate planning practice, Jessica advised executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures and passing of accounts.
Jessica would be pleased to work with you and your advisor to review your estate and trust matters, ensuring they efficiently achieve your estate planning and succession goals.
Simi obtained her Bachelor of Arts degree from the University of British Columbia in 2006 and earned her Bachelor of Laws degree from the University of Calgary in 2009. She was called to the Bar of British Columbia in 2010. Simi completed the three-year CPA Canada In-Depth Tax Course in 2015.
Following her call to the BC Bar, Simi practiced corporate law, estate and trust planning, and real estate law with a small Vancouver law firm before joining the tax group of a medium-sized firm in 2011, where she specialized in personal and corporate taxation matters, estate and trust planning and tax dispute resolution. She continued her practice of tax law and estate planning at the Vancouver office of a large international law firm before joining RBC. Her experience includes working in all areas of individual and corporate tax planning, business succession and reorganization, estate freezes, and trust planning.
Simi is a member of the Canadian Tax Foundation and the Canadian Bar Association (BC Branch) Wills & Trusts and Taxation Sections. She is also an executive member of the BC Women Lawyers Forum and was a member of the organizing committee for the 2015 and 2016 Ovarian Cancer Canada “LOVE HER” gala. Simi is fluent in Punjabi.
Simi would be pleased to assist you in developing strategies to structure your estate plan in an efficient and tax-effective manner.
Grace在2000年從卑詩大學 (University of British Columbia) 取得文學學士 學位,並在2003年畢業於達爾豪西法學院 (Dalhousie Law School)。她在 2004年獲得卑詩省律師資格。
在加盟RBC之前,Grace在溫哥華從事執業律師,專長於遺產策劃和遺產管 理。不久之前,Grace曾在一個醫院基金會工作,為該慈善機構提供有關法 律事務的建議,以及為其捐助者提供有關慈善捐贈的意見。
Grace是加拿大律師協會遺囑和信託組別和慈善機構組別的成員。她會講流 利廣東話和普通話。
Grace很高興能與您和您的顧問攜手合作,為您策劃一個高效和具稅務效益 的遺產計劃。
Estate Planning
Arne Perrin, B.Comm. (spécialisé), PFA
Vice-président et spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Un patrimoine à vos conditions.
L’aînée des filles d’Arne a une affiche sur son mur qui dit : « Soyez vous-même. Toutes les autres personnes sont déjà prises ». Et c’est exactement comment Arne vit sa vie. Il espère aussi que d’autres se sentent assez libres pour faire de même. C’est pourquoi son but ultime est d’aider ses clients à profiter de leur patrimoine et à le distribuer à leurs conditions.
Pour aider ses clients à faire des choix éclairés, Arne et son équipe se sont donnés comme mission d’écouter, d’interpréter, d’éduquer et de faire valoir – que l’assurance est un actif, et non une dépense, par exemple. La solution appropriée émergera ensuite d’une planification rigoureuse.
La loyauté et la confiance sont cruciales. En faisant toujours la bonne chose, Arne et son équipe sont résolus à être le premier choix des conseillers et des clients. Un atout en leur faveur est qu’ils ont la réputation d’être très réactifs, d’une minutie irréprochable, d’une grande probité – et qu’ils ne cessent de chercher à s’améliorer.
Jeny a débuté sa carrière dans les services financiers au sein de l’une des cinq principales banques du Canada, en aidant les clients à contracter des emprunts personnels et à planifier leur retraite. Elle s’est ensuite jointe à une maison de courtage de plein exercice, où elle a approfondi ses connaissances financières avant de travailler pour une importante compagnie d’assurances. Là, elle s’est consacrée à identifier des occasions et a mis l’accent sur l’importance d’un plan d’assurance bien conçu.
Au début, Jeny pensait que l’assurance était seulement un produit qui permettait de payer la famille d’une personne au moment du décès de cette dernière. Elle a vite compris les avantages stratégiques des solutions d’assurance en matière de planification financière et de planification de patrimoine. Aujourd’hui, elle aide les clients à déterminer leurs besoins, tout en élaborant un solide plan pour leur avenir et leur retraite et tout en veillant à ce que leur famille soit prise en charge en cas d’imprévu.
Dans ses temps libres, Jeny court le long de la digue de Yaletown et passe du temps avec sa famille et ses amis. Elle adore voyager et en profite pour chercher le prochain endroit où manger.
Jesse Martyn, BFA, CFP, CLU
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Quel héritage laisserez-vous? Cet héritage sera-t-il légué aux êtres et aux causes qui vous tiennent à cœur?
Fils d’un comptable et d’une enseignante, Jesse est de nature analytique tout en étant intéressé par les conversations empathiques. Il utilise un ensemble de compétences techniques et créatives pour concevoir des plans qui intègrent des solutions d’assurance dans le but de protéger et d’améliorer l’impact de la richesse entre les générations. Il excelle à transformer des sujets complexes de planification en des choix faciles à comprendre.
Faisant preuve d’un engagement envers l’apprentissage et la croissance, Jesse est planificateur financier agréé (CFPMD), assureur-vie agréé (AVAMD) et membre de STEP (Society of Trust and Estate Practitioners). Il a obtenu un baccalauréat en beaux-arts avec distinction. Marié et père de deux enfants, il vit une vie active et est entraîneur de ski nordique, se rend au travail en vélo et pratique la planche à pagaie sur le lac Cultus.