|(604) 665-0684||(604) email@example.com|
Coming from one of the major global accounting firms, Charissa brings a broad range of experience. In her previous role, she spent many years working with private companies, individuals, trusts and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. In addition to this, she consulted for a national human capital firm, providing financial planning services for individuals transitioning out of the workplace.
Charissa is a Chartered Accountant (CA). She completed her Bachelor of Commerce at the University of British Columbia and has done all three levels of the Canadian Institute of Chartered Accountants' In-Depth Tax Course.
As a Financial Planning Specialist, Charissa's role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.
|(877) 718-3026||(604) firstname.lastname@example.org|
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.
|(877) 718-3026||(604) email@example.com|
Matt is a valuable member of the Alan Rae Wealth Management Team, helping to create and preserve wealth.
Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. Matt can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes.
Matt 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.
|(877) 718-3026||(604) firstname.lastname@example.org|
Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry, Sean was a senior manager in a tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations.
As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise to RBC DS financial Services Inc. Sean's responsibilites include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients' wealth management objectives; he works closely with our clients in devleloping and implementing these strategies.
Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners (STEP), and the Canadian Tax Foundation.
|(877) 718-3026||(604) email@example.com|
Grace received her 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 British Columbia Bar in 2004.
Prior to joining RBC, Grace practised law in Vancouver - specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section Charities Section.
Grace's role is to work with and support the Alan Rae Wealth Management Team with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Grace will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
|(877) 718-3026||(604) firstname.lastname@example.org|
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.
|(877) 718-3026||(604) email@example.com|
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.
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.
|(877) 718-3026||(604) firstname.lastname@example.org|