Melissa Nagelbach, LL.B.
Will & Estate Consultant
Melissa obtained a Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.
Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning as well as small business corporate and commercial matters.
Melissa's role with RBC Wealth Management is to work with you and our team to review and / or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner. Click here for her Bio.
Arne Perrin, B.Comm. (Hons), CFP
Estate Planning Specialist
Helping clients achieve their personal and financial objectives after closely listening to and understanding individual clients needs is the focus of Arnes role.
Specialized in estate planning, Arne provides solutions to various wealth management issues using insurance products. Arne 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 more efficiently and in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.
Arnes Commerce Degree was specialized in Entrepreneurial Management. Together with experience, these unique skills allow him to assist many of our clientele through different stages of their businesses. Committed to lifelong learning, Arne believes strongly in ongoing personal development through education.
Arne has been with RBC Dominion Securities Inc. since 2000. He is married with three children Raised in Northwest British Columbia; Arne developed a passion for nature and especially sport fishing. Click here for Bio.
Craig Dale, B.Com. (Hons), CA
Financial Planning Specialist
Craig is a Chartered Accountant and holds a Bachelor of Commerce (Honours) degree from Queens University and has completed and tutored the CICA In-Depth Tax Courses.
In his previous role as a tax manager at one of the leading international accounting firms, Craig specialized in developing and implementing tax planning strategies for high net worth indvisuals, their owner managed entities and family trusts with a focus on succession and estate planning. Craig has also assisted with the tax planning for corporate sales, acquistions and reoganizations. Click here for Bio.