Alan offers a wealth of experience as your Investment Advisor. Alan is originally from South Africa and has been in Canada since 1976. He has been with RBC Dominion Securities for nearly 30 years.
He has achieved the designation of Fellow of the Canadian Securities Institute and the Charted Professional designation – the most respected honours in the investment industry. Alan and his team are focused on helping clients create intergenerational wealth. He considers client service to be of the highest importance and is continually working to build and strengthen client relationships to ensure trust, comfort and peace of mind. Actively involved local charitable organizations, Alan believes strongly in giving back. Married, with four children, Alan is a keen golfer and enjoys travelling.
Louise joined Alan’s team in June 1996. Committed to a high level of client service, her primary role is to manage investment programs and client communications.
Louise assists clients with day-to-day investment needs – with a focus on regular contact and reviews, client events throughout the year and consistent communication via the Rae Report and the Alan Rae Wealth Management Team website.
Louise’s background includes a one-year study program in Japan and a Bachelor of Commerce degree from the University of British Columbia. Prior to joining RBC Dominion Securities, Louise was a personal banker with a leading Canadian bank. Married, with two children, Louise loves to swim and cook.
Suki joined the RBC Financial Group in 2006. With 8 years of financial services experience, Suki assists our clients with establishing and updating their financial plans; coordinating their Wills & Estate reviews and exploring estate protection strategies.
Suki has successfully completed the Canadian Securities course, the Canadian Professional Financial Planning course and recently became a Certified Financial Planner.
Married, with three boys, Suki enjoys the balance of work and family life.
Heather has extensive experience offering comprehensive financial planning to clients. She has over 13 years of experience in the financial services industry with RBC Financial Group.
She holds her Certified Financial Planners designation through the Financial Planning Standards Council as well as the Personal Financial Planning designation through the Institute of Canadian Bankers. Recently, she has received the Certified Senior Advisor designation through the Canadian Academy of Senior Advisors.
Heather will work with you to develop specific recommendations focused on your particular needs addressing your issues and concerns. Your personalized report will include cash flow, retirement, insurance, investments or estate planning. It will serve to help you make financial decisions in the future.
Married, with one young son, Heather enjoys cooking, reading and traveling.
Matt is a valuable member of the Alan Rae Wealth Management Team, helping to create and preserve wealth.
Matt began his carerr 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 both the Certified Financial Planner and Chartered Life Underwriter designations. He is currently pursuing the Registered Health Underwriter designation.
Matt employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives.
Kirsten obtained a Bachelor of Science from the University of British Columbia in 1996 and graduated from the University of British Columbia Law School in 1999. Kirsten was called to the Bar in British Columbia in 2000.
Prior to joining RBC Dominion Securities, Kirsten practised law for several years at a large law firm in Vancouver, specializing in the area of estate planning, estate administration and trusts. Kirsten is experienced in advising clients on estate planning matters as well as implementing those plans, including draftingWills, trusts, insurance designations, powers of attorney and representation agreements.
Kirsten is amember of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Vancouver, the Canadian Association of Gift Planners and the Executive Committee of the Canadian Bar Association, BC Wills and Estates Subsection. Kirsten has published a number of articles on estate planning and administration. She frequently speaks to a number of professional, industry and community groups on estate planning and related matters.
Allison Tucker brings 30 years of experience in financial services to her role as Private Banker. A Vancouver native, Ms. Tucker provides comprehensive financial management to her clients and their families throughout the West Coast. Ms. Tucker has earned her Certified Financial Planner designation and has successfully completed the Canadian Securities Course.
She is an Associate of the Institute of Canadian Bankers and is currently enrolled in the Certified General Accountants program. Her significant career has honed Ms. Tucker’s ability to serve her clients through all stages of their financial lives. Working with a relatively small client base allows her to act as a true financial partner, and she works with her clients and their families as well as their legal, tax and insurance advisors to develop a customized strategy that acts as a “road map” for achieving their financial goals.
As Private Banker in Vancouver, Philippa McKenna provides expert financial counsel to a select group of clients throughout the West Coast.
Ms. McKenna is a Certified Financial Planner, and has completed the Canadian Securities Course. She is also a Fellow of the Institute of Canadian Bankers. Ms. McKenna is a Certified Financial Planner, and has completed the Canadian Securities Course. She is also a Fellow of the Institute of Canadian Bankers.
She acts as a dedicated relationship manager for her clients and their families. Clients value her discretion and responsiveness in advising them through all stages of their financial lives, as well as her significant experience, gained through a career of more than two decades in the financial industry. Ms. McKenna designs sophisticated banking, personalized short- and long-term lending, and flexible credit packages for her clients. And through RBC Financial Group, she works with a team of specialists, in Canada and in key markets worldwide.
Ms. McKenna holds a Commerce degree from McGill University, and an MBA from the University of British Columbia.
Penny began with RBC Dominion Securities in June 2002. Prior to that, she was in the Customer Assistant department at RBC Royal Bank. Penny has spent time in Regina, working on an economics and psychology degree. She has worked hard to complete her Canadian Securities Course. She assists the team in all administrative matters. Penny enjoys spending time with her husband and two adorable children. Among her favourite things to do are reading and shopping.
(604) 665-0666
(604) 718-3050
