MOTION WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate Branch Director and Senior Investment Advisor
Arne's eldest daughter has a poster on her wall. It says, "Be yourself. Everyone else is already taken." That's how Arne lives life. He hopes others feel the freedom to do so as well. That's why his core purpose is to help clients enjoy and distribute wealth on their own terms.
To help those clients make informed choices, Arne and his team make it their mission to listen, interpret, educate and coach - that insurance is an asset, not an expense, for example. Careful planning then surfaces the right solution.
Loyalty and trust are paramount. By doing the right thing, Arne and his team want to be advisors' and clients' first choice. It helps that they're renowned as highly responsive, superbly meticulous, very honest - and always trying to be better.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As Premier Banking Advisor for the Lower Mainland, Cecilia works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 25 years' experience in financial services with RBC, Cecilia is respected by her clients, her peers and the industry, and has received top performer recognition.
Cecilia is committed to giving back to the community and is highly active with the Chinese Opera community, performing in senior care homes. Cecilia also partakes in the BC Children Hospital fundraising through RBC.
Born and raised in Hong Kong, Cecilia now resides in the Richmond area with her husband and two children. When she is not hard at work with her clients, you will find her spending time enjoying badminton and singing Cantonese opera. Cecilia is fluent in Cantonese (her mother language), Mandarin and English.
Job Titles:
- Associate Wealth & Investment Advisor
Devon loves coaching, whether it's helping our clients understand their net worth projections using real-time planning tools or developing bantam curlers so they can take their curling to the next level.
Devon began his career at RBC in 2016, as a technical specialist. Before long, he had joined our team to help with investment research, trade execution, and wealth plan coordination. Given the analytical nature of his responsibilities, it comes as no surprise to our clients that Devon has a Master's degree in Exploration Geophysics, and is a self-proclaimed "heavy user and secret fan of spreadsheets."
However, what comes as a surprise to some of our clients is that Devon once curled competitively and at the provincial level. It's a passion of Devon's that he credits as reinforcing the power of discipline, teamwork, and having fun doing what you love.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Several years into her career as an aerospace engineer, Elyse started to notice there was "little relationship between what I put in and what came out." That's when she began to take a close interest in the wealth management space, where Elyse recognized a direct and clear correlation between the effort put into caring, listening, helping, and developing deep relationships with clients, and the success clients achieved in wealth and life. And so, Elyse took the leap into wealth management, where her passion for people and drive (in other words, what she put in), would create financial peace of mind for her clients.
Today, Elyse has over 25 years of experience helping individuals, families, and business owners with their financial planning and investment needs. She leads the Clements Private Wealth team with a strong belief in building things to last, be that her clients' wealth or her talented team.
Highly technical and analytical by nature, Elyse embodies the growth mindset of learning, curiosity, and working hard to arrive at solutions. Yet, building relationships is what ultimately motivates her; that, and helping her clients live a "balanced life" of enjoying the wealth that our team helps them build and protect.
For Elyse, part of living a "balanced life" is giving back to her community. This includes several years on non-profit boards, including the University of Sudbury, Science North, and the Sudbury Community Foundation. As avid cyclists, Elyse and her husband spend much of their spare time cycling throughout the region.
Elyse completed a degree in aerospace engineering as well as graduate work at the University of Toronto Institute for Aerospace Studies before beginning her career at deHavilland (Bombardier) Aircraft. After earning advanced industry certifications, including the rigorous Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations, Elyse became part of a select group of advisors at RBC who are licensed Portfolio Managers within the Private Investment Management group.
Job Titles:
- Chartered Accountant
- Financial Planning Specialist, RBC Family Office Services
Prior to joining RBC, Eugene was a Tax Manager at one of the world's leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA), a Certified Financial Planner (CFP), and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants' In-Depth Tax Course and completed the Advanced Tax Issues for the Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Job Titles:
- Business Development Lead
Job Titles:
- Member of the Canadian Bar Association Wills
- Will & Estate Consultant, RBC Family Office Services
Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.
Prior to joining RBC Wealth Management, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.
Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).
Melissa's role with RBC Wealth Management is to work with you and your advisor to review and/or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.
Job Titles:
- Branch Operations Manager
Job Titles:
- Associate
- Investment Advisor
Job Titles:
- Associate Wealth Advisor & Financial Planner
Job Titles:
- Client Experience Associate
Tamara is often the first voice you hear when you call into our office or come in for a visit, and also "my favourite part of the job." She's known around the office for her extraordinary ability to leverage technology and process, be that collaborating with clients and accountants for personal and corporate income tax preparation, or everyday client account management. Tamara is always there to deliver a thoughtful and thorough experience for clients, and if you ask them, they'd say Tamara's true talent is with people.
Before Tamara joined Clements Private Wealth, she was a valued member of the RBC technology support group in Toronto. Before that, she volunteered regularly at the Toronto Humane Society and considered going into veterinary care. Tamara now has built over 15 years of experience in both the wealth management and technology space and hasn't looked back.
When Tamara isn't using her diverse background and skill set to help make our clients' lives a little easier, you can find her and her family enjoying the nature around their Sudbury home with their several critters.
Job Titles:
- Chartered Professional Accountant
- Vice President and Financial Planning Specialist, RBC Family Office Services
Coming from one of the major global accounting firms, Yat-Sze brings a broad range of experience to her role as Vice President, Financial Planning Specialist.
In her previous role, 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) as well as corporate restructuring.
Yat-Sze is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). 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.