Doug Vicic, BA.Sc, MBA, CMA, CIM

Vice President, Portfolio Manager & Wealth Advisor

604-257-7174 | Email me
604-235-9950 | Connect
1-844-665-9900

Doug is the team leader. As your Portfolio Manager and Wealth Advisor, Doug will work with you in defining the path to reach your financial goals. He will guide you through our wealth management process and engage our team of Wealth Management specialists to help you strategize a plan to successfully achieve your goals. With your plan in place, Doug will work with you in developing an investment policy to manage your portfolio.

 

Christine Chung, BA, CIM®, FMA

Associate Wealth Advisor & Financial Planner

604-257-7303 | Email me
604-235-9950
1-844-665-9900

As your Associate Wealth Advisor, Christine will work with you and your trusted advisors in going through our Wealth Management process. Christine’s main focus is to ensure that you, as a client, reap the full benefits from our entire team of Wealth Management experts. She will initiate and co-ordinate the important consultations such as financial planning, a comprehensive estate review / planning and work with you in meeting your goals through wealth management.

In addition to her role as an Associate Wealth Advisor, Christine works with the team in portfolio management and in making sure the investments are suitable and fit your profile.

Jaime Wong, B.Comm, CIM

Associate Advisor

604-257-7372 | Email me
604-235-9950
1-844-665-9900

As your Associate Advisor, Jaime works with you and the team to facilitate all the necessary documentation and information required to ensure your accounts are setup properly and compliant with the most current regulations in the industry. She will assist to co-ordinate your meetings with our wealth management team members and follow-up with action items from your comprehensive plan. Jaime will assist you with all your administrative needs, including transferring assets, understanding your statements, DS Online navigation, and RESP / RRSP / TFSA inquiries.

Jaime also takes an active role in helping the team with portfolio and cash management for all our clients.

Don Vicic

Consultant

 

Although retired, Don Vicic continues to consult with the team on a regular basis. With his forty plus years of knowledge and experience in the market and resources of RBC Dominion Securities, Don has the ability to help every individual achieve their personal financial goals.

Don believes in giving back to the community in which he lives. He served on several boards including: the Junior Achievement Vancouver Board, the West Vancouver Library and the BC Lions Football team and is a member of The Knights of Columbus. He believes in the spirit of giving and supporting those around him in order to achieve ones full potential

Wealth Management Team Members

Anna-Marie Lyons, MBA, CFP, FSCI, FDS

Financial Planning Consultant

Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.

An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. She is a committed advocate for improved financial literacy and lends her support to various educational efforts by providing financial planning expertise.

Sean Murray, MBA, CMA, CPA, TEP

Estate Planning Specialist

Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations.

Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.

Dana George, B.SW, LL.B.

Will & Estate Consultant

Dana practiced law in Calgary, Lake Country (Kelowna area) and Vancouver. Dana was a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005. Her practice consisted of estate planning, real estate development and conveyances and small business corporate matters. In 2009 Dana moved her practice to Vancouver and in 2010, she joined a law firm in Vancouver specializing in estate and trust planning, estate administration and also advised business owners in all corporate, succession and real estate matters. 

Dana is member of both the Alberta and British Columbia Law Societies, the Canadian Bar Association Wills and Trusts Section and a member of the Professional Women's Network.

Melissa Nagelbach, LL.B.

Will & Estate Consultant

Melissa practiced law in Vancouver and specialized in estate planning and estate administration, which included drafting of Wills, Powers of Attorney and Representation Agreements. She also has experience with assisting in matters related to the administration of an estate, such as applications for Letters of Probate and Letters of Administration. She also brings experience in handling various corporate transactions, which include incorporation, corporate reorganizations, financing, share and asset purchase, shareholder agreements and partnership agreements.

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

Darren Bank, CPA, CA

Senior Manager, High Net Worth Planning Services

Darren specializes in tax and estate planning for high net worth families. He works closely with us to identify strategies and solutions to structure your affairs in a manner that addresses your overall wealth planning needs. Darren has guided clients through many complex personal and corporate issues faced by high net worth families by developing strategies for wealth preservation, tax minimization, transfer of wealth to the next generation and estate and succession planning.

Darren is a Chartered Accountant (CA) and has completed the Canadian Institute of Chartered Accountants In-Depth Tax course, as well as Corporate Reorganization and the Tax Planning for Owner Manager courses.

Zora Booker, CPA, CGA, MBA

Senior Manager, High Net Worth Planning Services              

Zora specializes in tax and estate planning for business owners and high net worth families. She brings over a decade of experience, focusing on advising business owners on personal and corporte tax planning and implementing effective strategies for wealth preservation and accumulation, all in the context of tax, estate and succession planning.                           

She is a Certified General Accountant (CGA) and has her Bachelor degree in Science from the Simon Fraser University. She also has her Masters in Business Administration (MBA) from the University of British Columbia and has completed levels I and II of the Canadian Institute of Chartered Accountants In-Depth Tax course.

Aileen La Borie,B.A., LL.B., TEP

Vice President, High Net Worth Planning Services

Aileen practised law in Vancouver and Toronto. She specialized in estate planning, trusts and litigation until joining a major trust company in 2005. In her previous role, Aileen assisted clients with a range of estate planning matters, including Wills, Trusts, Powers of Attorney, and Representation Agreements.

She works closely with us to identify strategies and solutions on structuring your affairs in a manner that address your overall wealth plannng needs.

Aileen is Vice-Chair of the Vancouver Branch Executive of Th Society of Trust and Estate Practioners (STEP), a member of the Canadian Bar Association Wills and Trusts Section (Vancouver), the Estate Planning Council of Vancouver, and The Board of Trustees of the YMCA Endowment Fund of Greater Vancouver.