Patrick Maloney, CPA, CA, CIM

Portfolio Manager & Investment Advisor

604-257-7028 | Email me

Patrick obtained his C.A. in Toronto where he worked with Touche Ross & Co. (now, Deloitte) from 1981 to 1987.  He spent several years practicing personal and corporate taxation; during which time he completed the C.I.C.A. in depth tax program.
 
In 1987, Patrick moved to Vancouver to become manager of taxation for Pemberton Securities Inc. (now, RBC Dominion Securities Inc.)  He was involved in evaluating investment opportunities and developing strategies to maximize after-tax returns for senior equity traders and investment advisors.
 
From 1989 to 1991, Patrick worked on a contract-basis providing taxation, corporate finance, and accounting advice to corporate and individual clients.  During this period he directed the investment strategies for a $25 – 30 million short term money market portfolio, and managed $17 million per month of foreign exchange trading for Crestbrook Forest Industries Ltd.  He also negotiated with financial institutions on lines of credit and loan covenants for CFI and a private real estate developer.  Since 1991, Patrick has been an Investment Advisor at RBC Dominion Securities.  Patrick has degrees from the University of Western Ontario,  the University of Windsor, and the Universite de Lyon, France.
An avid skier and sailor, Patrick has served as a Big Brother and is a former member of the Board of Trustees for the Vancouver Academy of Music.  Patrick was an active volunteer in Whistler for the Vancouver 2010 Olympics, and continues to volunteer in Alpine Skiing events.

Lindsey Manchester, CIM

Associate Advisor

778-328-8868 | Email me

Lindsey joined RBC Dominion Securities in March 2011. She graduated from UBC with a double Major in Art History and International Relations, and has since attained the CIM designation and her insurance license.

Lindsey assists Patrick with portfolio management, business development and coordinating the team’s comprehensive approach to wealth management. Should you have any questions or concerns about the financial planning, tax strategy or will and estate consulting resources available to you through our team, please do not hesitate to contact her.

Melissa Kanazawa

Associate

604-257-2490 | Email me

Melissa graduated from the University of Toronto with an Honours Bachelor of Arts degree, majoring in Economics. She started her career with RBC in 2016, and made the transition to Dominion Securities this Fall.

Melissa assists with all areas of account administration including documentation, cash management and responding to client queries and requests. She will also be your key contact beginning this December 2017 while Lindsey takes some time away for maternity leave!

ANNA-MARIE LYONS -  FINANCIAL PLANNING SPECIALIST

Anna-Marie Lyons graduated with a Masters in Business Administration from the Ivey School of Business, University of Western Ontario. She has completed all three levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course and is a Certified Financial Planner.

As an advisor to high net worth clients since 1991, Anna-Marie is a committed advocate for financial literacy and believes that a plan is imperative to meeting long term financial goals and ensuring effective estate transitions. Her role is to work with and support your advisor in preparing and presenting a comprehensive Compass Financial Plan.

 

MATTHEW LEGGETT - ESTATE PLANNING SPECIALIST

Matthew is a valuable member of our planning team, working to help you create, preserve and transfer wealth by incorporating insurance solutions into a comprehensive financial plan. Matthew’s relationships with top-ranked Canadian insurance companies are a tremendous asset when working to secure and protect your wealth.

Specializing in estate planning, Matthew provides customized solutions to address concerns related to excess taxation, estate preservation and business succession commonly faced by our firm’s clientele.

Matthew holds a degree in Political Science and is an accredited Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU). Additionally, he maintains memberships with the Financial Advisors Association of Canada (Advocis), the Financial Planning Standard’s Council (FPSC) and the Society of Trust and Estate Practitioners (STEP).

 

SEAN MURRAY - ESTATE PLANNING SPECIALIST

An experienced insurance and estate planning professional, Sean specializes in providing succession and estate planning strategies for business owners and affluent families. Sean works closely with you and your professional advisors to develop and implement tax-efficient strategies that are optimized to meet your wealth management goals.

A Chartered Professional Accountant and Certified Public Accountant (Delaware), Sean holds an MBA from the Richard Ivey School of Business at The University of Western Ontario. Sean is a member of the Chartered Professional Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, the Estate Planning Council of Vancouver, and the Canadian Tax Foundation.

Away from the office, Sean and his wife Jacqui enjoy outdoor pursuits, motorcycle touring, and finding new destinations to explore on their travels.

 

AILEEN LA BORIE -  HIGH NET WORTH PLANNING

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 all three levels of the CPA in-depth tax course.

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. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.

Aileen is the Chair of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP). She is a member of the Canadian Bar Association, the Canadian Tax Foundation, and a Trustee of the YMCA of Greater Vancouver Endowment Fund.

 

TONY MARKIN -  BUSINESS OWNER SPECIALIST

As a Business Owner Specialist, High Net Worth Planning Services, Tony, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

He has over 20 years of experience providing solutions and guiding high net worth families and business owners in the areas of tax, business succession, estate planning and intergenerational wealth transfer. Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.

Tony is a Chartered Accountant and a Certified Financial Planner. He holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia.

He has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course as well as a number of advanced tax courses related to tax, succession, and estate planning as well as wealth transfer and asset preservation for business owners.

 

MELISSA NAGELBACH - WILL & ESTATE CONSULTANT

Melissa obtained her 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 Wealth Management, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.

Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).

Melissa’s role with RBC Wealth Management is to work with you and youradvisor to review and/or structure your Will, estate and trust matters ensure that your plan is organized in an effective and tax-efficient manner.