Simi obtained her Bachelor of Arts degree from the University of British Columbia in 2006 and earned her Bachelor of Laws degree from the University of Calgary in 2009. She was called to the Bar of British Columbia in 2010. Simi completed the three-year CPA Canada In-Depth Tax Course in 2015.
Following her call to the BC Bar, Simi practiced corporate law, estate and trust planning, and real estate law with a small Vancouver law firm before joining the tax group of a medium-sized firm in 2011, where she specialized in personal and corporate taxation matters, estate and trust planning and tax dispute resolution. She continued her practice of tax law and estate planning at the Vancouver office of a large international law firm before joining RBC. Her experience includes working in all areas of individual and corporate tax planning, business succession and reorganization, estate freezes, and trust planning.
Simi is a member of the Canadian Tax Foundation and the Canadian Bar Association (BC Branch) Wills & Trusts and Taxation Sections. She is also an executive member of the BC Women Lawyers Forum and was a member of the organizing committee for the 2015 and 2016 Ovarian Cancer Canada “LOVE HER” gala. Simi is fluent in Punjabi.
Simi would be pleased to assist you in developing strategies to structure your estate plan in an efficient and tax-effective manner.
Grace在2000年從卑詩大學 (University of British Columbia) 取得文學學士 學位，並在2003年畢業於達爾豪西法學院 (Dalhousie Law School)。她在 2004年獲得卑詩省律師資格。
在加盟RBC之前，Grace在溫哥華從事執業律師，專長於遺產策劃和遺產管 理。不久之前，Grace曾在一個醫院基金會工作，為該慈善機構提供有關法 律事務的建議，以及為其捐助者提供有關慈善捐贈的意見。
Grace是加拿大律師協會遺囑和信託組別和慈善機構組別的成員。她會講流 利廣東話和普通話。
Grace很高興能與您和您的顧問攜手合作，為您策劃一個高效和具稅務效益 的遺產計劃。
Sean Murray, M.B.A., CPA, CMA, TEP
Vice-président et spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Avant d'entamer sa carrière dans le secteur de l'assurance vie il y a plus de 20 ans, Sean était directeur principal au sein du groupe du droit fiscal d'un cabinet comtable canadien. Possédant de l'expèrinece dans les domains de l'impôt sur le revenu des particuliers, de l'impôt sur les sociétés, de la planification de la relève d'enterprise et des restructurations, Sean propose à ses clients une approche nouvelle de la planification successorale. Sean travaillera en étroite collaboration avec vous et vos conseillers professionnels en vue d'élaborer et de metre en œuvre des stratégies avantageuses sur le plan fiscal pour vous aider à atteindre vos objectifs de gestion de patrimoine.
Comptable professionnel agréé, Sean détient un MBA de la Richard Ivey School of Business de l’Université de Western Ontario. Sean est membre des Chartered Professional Accountants of British Columbia, et de la Society of Trust and Estate Practitioners.
As a Senior Trust Advisor, Phylicia Rye serves clients throughout the Eastern Greater Vancouver and North Vancouver Island areas. Her focus on providing estate and trust advice and solutions to high net worth families has garnered her a strong reputation among her peers and is well known within the estate and trust industry for her ability to deal with complex issues.
Phylicia graduated from Simon Fraser University with a Bachelor of Arts (Economics). She also holds both the Personal Financial Planner (PFP) and Certified Financial Planner (CFP) designations, and the Trust and Estate Practitioner (TEP) designation. She has over 24 years of industry experience and has leveraged the necessary technical and business development skills to provide clients with the right solutions for their unique circumstances.
Phylicia 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, Phylicia can help.
As a Premier Banking Advisor for Coquitlam, Langley, Whiterock and New Westminster areas Meg Sulahian 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 5 years of experience in financial services with RBC, Meg has become a respected member of the banking community in which she works. Through a dedicated approach to client service and acting as a day to day banking expert, she has focused on ensuring her clients have the best suite of products and services the bank has to offer and tailored advice to meet their individual needs.
Meg is committed to giving back to her community and volunteers with the Syrian refugee program. She is the host of the Armenian Variety show on Vancouver’s Co-Op Radio and is a reporter for the Montreal based newspaper Horizon.
Meg has lived in three Canadian provinces and now resides in BC with her husband and two children. Meg holds a Bachelor of Arts Degree in Human Sciences and Literature from the Université D ’Alep.
She spends her spare time swimming, skating and traveling the world. She speaks English, French, Armenian, Arabic and Turkish.