Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies. As well as being accredited in these areas ourself, the Tracy Price Wealth Management Team works with specialized resources to ensure your Wealth Management Strategy is comprehensively created and coordinated.
 

TERESA MCGILLIVARY CGA, CFP

Financial Planner
 

Teresa has extensive experience offering comprehensive financial planning to clients with sophisticated and complex situations. She draws on the breadth of expertise that she has developed from over 25 years of working in the financial industry.

In appreciation of your valued business relationship with us, Tracy Price and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Teresa, which addresses your issues and concerns, and helps you to clarify your objectives. Her personalized report should serve as a roadmap to help you make financial decisions in the future.

Teresa has been assisting high net worth clients with their planning needs since 2002 and prior to that, specialized in estate and trust taxation. She holds her Certified General Accountant designation, and her Certified Financial Planners designation. She also holds the Specialist, Trust Institute diploma for Taxation and obtained a Certificate of Achievement with honours in Financial Counselling from the Institute of Canadian Bankers (ICB). She has recently received the Retirement Strategist designation from ICB and is currently completing the SFU Executive Management Program through Segal School of Business.


AILEEN LA BORIE B.A., LL.B.

Will & Estate Consultant
 

Aileens role is to provide our clients with information on structuring their estate in an efficient and tax-effective manner to meet their goals and objectives.

She 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.

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. Aileen has assisted clients with a range of estate planning matters, including wills, trusts, Powers of Attorney, and representation agreements.

Aileen is a member of the Vancouver Branch Executive of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section (Vancouver), the Estate Planning Council of Vancouver, the Canadian Association of Gift Planners (Vancouver Roundtable), and The Professional Advisory Committee of the YMCA Endowment Fund.


ARNE PERRIN B.Comm. (Hons), CFP

Estate Planning Specialist
 

Arne Perrin is an expert in helping to create and preserve wealth from an Estate Planning perspective. Using a comprehensive process to assess client needs, he will partner with your other professional advisors in the development of appropriate solutions.

Arne provides solutions to various wealth management Estate Planning issues using insurance products. Arne can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death, ensuring your wealth is transferred to your heirs more efficiently and in accordance with your wishes.

To support this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada. Arne's Commerce Degree is specialized in "Entrepreneurial Management". Together with experience, these unique skills allow him to assist many of our clientele through different stages of their businesses.

Arne has been with RBC Dominion Securities since 2000. Married with three children and raised in Northwest British Columbia, Arne is passionate about the great outdoors and especially sport fishing.


The expertise of Canadas leading wealth management provider

Through the Tracy Price Wealth Management Team, you have access to the resources and expertise of RBC Dominion Securities Canadas leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.

Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, several banking and insurance services are available through our partners in RBC.