As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.
A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Trust and Estate Practitioner (TEP) and the Financial Management Advisor (FMA) designations.
Catharine 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, Catharine can help.
With more than 30 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so, together with her RBC Royal Trust partners, she can find the solution that’s right for you.
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 the Will and Estate Advisor for the Vancouver and Okanagan regions, Rick brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.
A graduate of Simon Fraser University with a Bachelor of Arts degree and a law degree from the University of Victoria. He is currently a member of the Law Society of British Columbia, the Wills and Estates Subsection of the Canadian Bar Association (BC), and the Society of Trust and Estate Practitioners (STEP).
Rick joined RBC Royal Trust from private practice and brings over 15 years of experience as a full time estate planning lawyer with a downtown Vancouver law firm. He has extensive experience dealing with all facets of personal estate planning, including wealth preservation, asset protection, income splitting and tax minimization issues. During that time, Rick also dealt with court appointed committees for incapacitated individuals, and matters arising from the administration and wind up of estates.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Rick can help craft a tailored estate plan that meets their individual needs.
The combination of his professional expertise and his commitment to provide practical solutions makes Rick an invaluable resource for both clients and their financial advisors.
As a Senior Trust Advisor, Gurmehl Kasbia works with individuals, families and businesses to provide customized estate, trust and incapacity solutions throughout British Columbia. 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, Gurmehl can help.
Gurmehl earned a Bachelor of Laws from the University of Leicester in the U.K., and a Bachelor of Arts from Carleton University. Called to the Bar of Ontario in 2015, he has a wealth of knowledge in estates litigation, and the drafting of Wills, trusts and powers of attorney documents. He is an Associate Member of STEP Canada, and is in the process of obtaining his Trust and Estate Practitioner designation.
With more than eight years of experience in the financial sector and law, Gurmehl has become well known within the local estate and trust industry for delivering well-balanced advice. He stays abreast of product, industry, investment, tax and legislative developments and remains focused on building client relationships. Gurmehl is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.