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*Required fieldsJeny began her financial services career with one of Canada's top 5 banks focused on helping clients with personal borrowing and retirement planning. She then joined a full-service brokerage, expanding her financial knowledge before moving to a large insurance company. Here she focused on identifying opportunities and the significance of a well-developed insurance plan.
At the start, Jeny believed insurance was only a product that paid your family when you died. Quickly she learned the strategic financial and wealth planning benefits associated with insurance solutions. Today, she helps clients uncover their needs, while building a solid plan for their future, their retirement and ensuring their families are taken care of in unforeseen circumstances.
In her free time, Jeny can be found running along the Yaletown seawall and spending quality time with family and friends. She loves to travel and uses it to her advantage in her search for the next great food spot.
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.
Amman is a Chartered Professional Accountant (CPA) and has completed all three levels of the CPA In-Depth Tax Course. Prior to joining RBC Wealth Management, Amman was employed as a senior tax manager at one of the leading national accounting firms. He specialized in providing tax planning and compliance services to high-net-worth individuals, private businesses, estates, trusts and partnerships with a focus on tax minimization and corporate reorganizations. Amman believes that planning is critical to helping clients meet their financial goals. Amman’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan.
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
Prior to joining RBC in 2014, Zora spent over a decade with a mid-size Canadian accounting and business advisory firm where she focused on assisting owner- managers and their families with personal, trust and corporate tax planning and compliance. Zora focused on development and implementation of strategies for wealth preservation in the context of tax, estate and succession planning.
Zora, together with your primary RBC advisor, helps you to explore succession, tax, retirement and estate planning issues you face as a business owner. Zora specializes in tax and estate planning for business owners and high-net-worth and ultra-high-net-worth families.
Zora received a Bachelor degree in Science from Simon Fraser University and a Master in Business Administration from the University of British Columbia. Zora is a Chartered Professional Accountant, Certified General Accountant. Zora
has completed the Canadian Institute of Chartered Accountants In-Depth Tax Courses, as well as the Advanced Tax Issues for the Owner-Managed Business Course. Zora is also a TEP designated member of STEP (The Society of Trust and Estate Practitioners).
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