Bill Biles, B.A (Commerce), CFP, CSC, LLQP

Financial Planning Consulting
 
  • Bill prepares comprehensive Personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning.
  • With over 25 years experience in the financial services industry, Bill has worked with another IIROC firm, a Chartered Bank, and a local credit union. He has extensive experience helping clients plan for retirement and dealing with severance packages.
  • Bill has his Bachelor of Commerce (Finance Major) from the University of British Columbia. He has completed and taught the Canadian Securities Course and has the professional designation of Certified Financial Planner.
 

Matthew J. Leggett, CFP, CLU

Estate Planning Specialist
 
  • Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. For more complicated situations, Matt will partner with other professional advisors in the development of appropriate client solutions.
  • Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. Matt can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes.
  • To help in this endeavor, Matt has access to insurance solutions from the top-ranked insurance providers in Canada.
     

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 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, Power 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.
 

Aileen LaBorie, LL.B., TEP

Vice President, High Net Worth Planning 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 Canada In-Depth Tax Course - parts 1 and 2.
  • Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and 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 successions, tax, retirement and estate planning.
  • Aileen works closely with Paul to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant(s) or lawyer(s).
  • 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.