RBC DOMINION SECURITIES - Key Persons
Job Titles:
- Investment Advisor & Financial Planner
Brent is born and raised in South Vancouver Island, and has 15 years' experience with RBC. He holds a Bachelor's Degree in Business Administration, and has a passion for continuing education having earned the CFA (Chartered Financial Analyst), and CFP (Certified Financial Planner) designations. He enjoys working with clients to identify and fulfill their objectives, while building customized investment portfolios aligned to their priorities and values. In his spare time he spends time reading, playing golf, and getting outdoors with his wife Lucy and their 2 dogs.
Job Titles:
- Branch Operations Manager
Job Titles:
- Banker
- Personal Financial Planner and Specialist in Financial Counseling
Christine Knox brings more than 18 years' experience in financial services to her role as Private Banker. Today she provides comprehensive financial management to select clients and their families throughout Vancouver Island.
Her significant career has honed Ms. Knox's ability to serve her clients through all stages of their financial lives. Working with a relatively small client base allows Ms. Knox to act as a true financial partner for her clients and their families. As needed, she collaborates with clients' legal, tax and insurance advisors to develop a strategy and plan to realize their personal and financial goals.
Ms. Knox's approach is to deliver a sophisticated banking experience and tailored suite of services that is customized to the unique needs of each client. In doing so, she designs packages for her clients that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures. Through RBC, Ms. Knox also works with a vast network of specialists, in Canada and in key markets worldwide.
Ms. Knox is a licensed Personal Financial Planner and Specialist in Financial Counseling. In her spare time, she enjoys running, cycling and travelling with her husband and daughter.
Job Titles:
- Member of the Canadian Bar Association Wills
- Will & Estate Consultant, RBC Wealth Management
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 and Charities Section. She is fluent in Cantonese and Mandarin.
Job Titles:
- Assistant Branch Operations Manager
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.
Job Titles:
- Chartered Professional Accountant
- Financial Planning Specialist, RBC Wealth Management Canada
Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as a Financial Planning Specialist. In her previous role as a senior tax manager, she spent many years working with private companies, high-net-worth individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal, including estate planning) and corporate restructuring.
Yat-Sze is a Chartered Professional Accountant (CPA, CA). She completed her Bachelor of Commerce at the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accountants' In-Depth Tax Course. She has also completed the Advanced Tax Course for Owner-Managed Businesses.
As a Financial Planning Specialist, Yat-Sze'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.