Supporting your Investment Advisor is our team of dedicated Wealth Management experts. Our subject-experts work closely with you and your advisor to provide a boutique of customized services.
Learn more about our financial planners, Will and estate lawyers, insurance consultants and high-net-worth tax experts who can help you build a customized plan to achieve your goals.
Or contact your Investment Advisor to arrange a consultation.
Financial Planning Consultants/Specialists
RBC Dominion Securities' comprehensive financial planning approach helps your clients address issues and concerns, and helps clarify objectives. Our Financial Planning Consultants/Specialists work closely with advisors and clients to create a personalized plan that provides specific recommendations focused on your client's particular needs, including cash flow, tax strategies, investments, retirement, and estate planning.
Anna-Marie Lyons, MBA, CFP, FCSI, FDS
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.
Working closely with our advisors, our specialists will help you identify strategies and solutions on structuring affairs in a manner that addresses your overall wealth planning needs.
With a specialized tax focus, our experts works closely with small business owners, affluent individuals and established families to provide specialized personal and corporate tax and financial planning services that facilitate tax minimization, business succession and wealth management.
Detailed wealth management strategies may include wealth transition planning, executive compensation planning, creative life insurance strategies, charitable gift planning and use of appropriate reorganization strategies and trust arrangements.
Aileen La Borie, LL.B., TEP
Aileen 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. She has completed all three levels of the CPA in-depth tax course. In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation.
Tony Markin, MBA, CA, CFP, TEP
Tony specializes in tax and estate planning for business owner and high net worth families. He has over 20 years of experience providing solutions in the areas of tax, business succession, estate planning and intergenerational wealth transfer while working both in public practice and the financial services industry. Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.
Will & Estate Consultants
These tax and estate specialists support our advisors in providing clients with information on structuring their estate in an efficient and tax-effective manner. After an in-depth meeting, they can provide a detailed report of various estate-planning opportunities, which they can further explore with their lawyer or accountant.
Melissa Nagelbach, LL.B.
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 Wealth Management, 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.
Estate Planning Specialists
Our insurance specialists employ a comprehensive process to assess your unique needs in recommending creative, tax-exempt insurance products that will help achieve your wealth management objectives. For more complicated situations, they can partner with other professional advisors you work with to develop an appropriate set of coordinated solutions.
Working together with your advisor, our specialists can work with you to develop personal and corporate insurance planning that help increase net worth and reduce the impact of taxation.
Matt Leggett, CFP, CLU, RHU
Matt is a valuable member our advisors' teams, helping clients to create and preserve wealth. He began his career in the financial services industry in 1995 and is an expert in his field. Matt graduated from Bishop's University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Registered Health Underwriter designations.
Arne Perrin, B.Comm. (Hons), CFP
Arne works with a team of estate planning specialists including an Estate Planning Associate and In-Force Service Specialist. Together his team can help advisors in client meetings, insurance product business development and coaching, new business inquiries, client presentations and product support.
Sean Murray, MBA, CMA, CPA, TEP
Sean brings over 10 years of insurance industry expertise. Sean's responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients' wealth management objectives; he works closely with you and your professional advisors in developing and implementing these strategies.