The Extended Team
Estate Planning Specialist
Arne Perrin has been with RBC since 2000. He focuses on inter-generational wealth transfer, and succession and transition planning for family businesses, entrepreneurs and high-net-worth individuals. His goal is to help ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.
Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death.
The process involves understanding your personal and corporate objectives, and then providing information on Wills, incapacitation and trust planning. Arne then works together with your accounting and legal advisors toward developing an integrated estate plan.
Arne’s Commerce Degree is specialized in “Entrepreneurial Management”. He is also a member of the Professional Advisory Committee for the Business Family Centre at the UBC Sauder School of Business.
Melissa Nagelback, LL.B
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 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, 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 your advisor 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.
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 individuals, 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, acquisitions, and reorganizations.
Craig’s role as a Financial Planning Specialist is to work with and support Russ in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
Haleh Alexander brings more than 17 years of financial services experience to her role as Private Banker. She provides personalized, discreet financial counsel to a select group of clients and their families throughout Vancouver and the North Shore.
Ms. Alexander’s professional yet approachable demeanor serves her well in her relationships with clients. Business owners, executives and professionals count on her to look after all aspects of their wealth management, from sophisticated banking to personalized credit solutions that address both immediate and longer-term needs and goals. Ms. Alexander also works with a team of experts — including specialists from within RBC — to deliver high net worth credit strategies, investments, domestic and international trust products, succession planning, and a full range of services for business owners, including business planning and commercial banking.
Ms. Alexander’s client focus and team orientation have led her peers to nominate and award her with the RBC Royal Performance Convention Cruise in 2008. She has also earned her Masters of Business Administration as well as her Personal Financial Planning Designation.
Fluent in Farsi, Ms. Alexander is past president of the West Vancouver Chamber of Commerce, member of the Vancouver Board of Trade, past member of the board of directors of the Coho Society of the North Shore, and adjudicator for the Canadian Youth Business Foundation program at Capilano University. She and her husband can often be found on the sidelines of the North Shore’s many soccer fields, cheering on their three children.