As a Premier Banking Advisor for Victoria, Jessica Butler 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 9 years' experience in financial services at RBC, Jessica is respected by her clients, her peers and the industry, and has received top performer recognition.
Born in Ottawa and raised in Saanich, BC, Jessica holds a Certificate in Business Administration from Camosun College in Victoria.
Jessica currently resides in Victoria. When she is not hard at work for her clients, she enjoys spending time outdoors hiking, camping and boating. Jessica is also fluent in French.
Gali Gelbart, B.Sc., LL.B, TEP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Gali obtained a Bachelor of Science degree in Biology from the University of Victoria in 2000, and a Bachelor of Laws (LL.B.) degree from the University of British Columbia in 2005. She was called to the British Columbia Bar in 2006.
Prior to joining RBC Wealth Management, Gali practiced law in both Vancouver and Victoria, specializing in the areas of Wills and estates, and corporate/ commercial law. She has been a guest speaker for seminars and podcasts on estate law topics, and is a contributor to professional development with the Canadian Bar Association Wills and Estates, and Elder Law sections.
Memberships include the Law Society of British Columbia, the Canadian Bar Association and the Estate Planning Council of Canada. Gali is also a designated Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).
Inder is a Chartered Professional Accountant (CPA, CA) and has completed the Chartered Professional Accountants of Canada’s 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.
Tim Greengoe, BA, MBA, CFP®, CLU, CHS
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.
As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.
A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP) and the Financial Management Advisor (FMA) designations.
Catharine works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Catharine can help.
With more than 30 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so, together with her RBC Royal Trust partners, she can find the solution that’s right for you.