MILAU PRIVATE WEALTH MANAGEMENT GROUP - Key Persons
Abby has over 25 years of experience in the financial services industry and she has been working with Paul as an Associate for most of her career. Abby graduated from the Financial Management program at The British Columbia Institute of Technology (BCIT). Her training and experience provide her with the knowledge required to understand client needs and deliver the best service possible. She handles daily trading as well as supervision of client investments and account management. You can also contact her for such tasks as account documentation, transfers, and tax reporting.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Coquitlam, Langley, White Rock and New Westminster areas, Aman 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 5 years' experience in financial services with RBC, Aman is respected by her clients, peers and the industry, and has received top performer recognition.
Aman is committed to giving back to the community and is highly active as a member of RBC Mosaic Erg. Aman is also a Regional Champion for BC Children's Hospital, where she volunteers her time heading the fundraising campaign and planning events throughout the year.
Born and raised in Surrey, B.C., Aman still resides in Surrey. When she is not hard at work with her clients, you will find her spending time and enjoying hiking, cooking and spending time with her family and friends. Aman is fluent in Punjabi.
Job Titles:
- Associate
- Branch Director
- CIM
Bob first began his career in the investment industry in 1997 with a discount brokerage business, where he held various licensed positions. After later moving into an Associate role working with two Financial Advisors, Bob developed an appreciation for helping and supporting clients with their financial needs. In 2006, Bob decided to transition into a management capacity and joined Scotia Wealth Management as a Branch Business Manager. During his 17-year tenure, he continued to take on progressively more senior roles. Most recently, Bob held the title of Co-Branch Manager, where he supported and provided leadership to 24 advisory teams in the Scotia Wealth Management Vancouver office.
Bob has successfully completed several investment and branch management courses through the Canadian Securities Institute and is also a holder of the Chartered Investment Manager (CIM) designation. He has been a resident of Maple Ridge, British Columbia since 2008, where he lives with his wife and two teenage children - together, they spend a great deal of time camping and enjoying the great outdoors. Bob is a devoted Canucks fan and has a passion for sports. He is excited to join RBC and is looking forward to meeting his new partners, colleagues and clients.
Job Titles:
- Member of the White Rock
- Senior Investment Advisor
Bryon is a member of the White Rock community, residing here for over 24 years with his family. His involvement with local charities and other programs keeps him leading an active lifestyle. Bryon's true passion is anything with an engine and tires.
Job Titles:
- Associate Wealth & Investment Advisor
Job Titles:
- Business Development Lead
David has over 20 years of experience in the financial services industry. Starting his career with GE Capital and then Bank of Scotland in the UK. In 2004 David founded his private wealth management team at RBC Dominion Securities with the goal of helping local families and businesses with their unique financial needs. Trust and understanding are the cornerstones of Davids practice.
David and his family live in South Surrey and are active members in the community. David works with several local charities and was on the board of the RBC Invitational Golf tournament that raised over $450,000 for the building of a new Emergency Centre at Surrey Memorial Hospital.
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.
Jakob is a newer addition to the team, joining Paul and Abby at the beginning of 2022. Just before starting, Jakob graduated from the University of British Columbia with a degree in Economics and Mathematics. He is committed to providing clients with world class service and aims to make their financial lives easier at every available opportunity.
Leveraging his education and quantitative background, Jakob adds value to the portfolio management process by providing equity and fixed income research, as well as developing many of the tools used to make informed investment decisions. He also helps with trading, money transfers, and day-to-day account maintenance.
Jakob is excited to continue his career in Wealth Management and to work towards becoming an advisor under Paul's mentorship.
Job Titles:
- Will & Estate Consultant, RBC Family Office Services
Jessica obtained her Bachelor of Arts degree from the University of the Fraser Valley in 2012 and her Juris Doctor degree from the University of Calgary in 2015. She was called to the Bars of both Alberta and British Columbia in 2016.
Prior to joining RBC Wealth Management, Jessica practiced estates and trust law in downtown Vancouver, first at a mid-sized regional firm and later at a large international firm. Her practice focused on assisting clients with estate and incapacity planning, including the preparation of Wills, Powers of Attorney and Representation Agreements. Jessica also assisted high net worth individuals engaged in tax efficiency planning through the establishment, maintenance and reorganization of trusts and privately held corporate structures. In addition to her estate planning practice, Jessica advised executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures and passing of accounts.
Job Titles:
- Associate Wealth Advisor
- RBC in 2009 As a Client Advisor
Justin originally joined RBC in 2009 as a Client Advisor and quickly progressed through a series of roles, taking on more responsibility until ultimately landing in the Financial Planner role at the Ocean Park branch in 2012. Justin grew his practice using a diligent and focused wealth management approach ensuring all his clients had a financial plan in place. Justin has been the wealth management expert for our team since August of 2021, helping manage client relationships and utilizing his financial planning expertise to aid our clients in reaching their goals with tax, estate and other wealth management advice.
Justin and his wife Angela have two young children, son Caelan and daughter Isabel. They reside in North Delta where they love being part of the diverse neighbourhood with active participation in all community events. In his spare time (when his kids let him have any), Justin enjoys exercise, golf and just being active. He is currently a volunteer coach for his son's soccer team.
Job Titles:
- Branch Operations Manager
Kimberly joined the White Rock branch as Branch Operations Manager in 2021 and assists with day to day operations in White Rock/Surrey, Langley and Maple Ridge branches.
Kimberly began her career with Dominion Securities in 1999 and throughout her career has taken on more senior roles and responsibilities within the firm. Prior to her transition into management Kimberly was a Senior Associate and brings with her a strong background in internal controls, compliance and market knowledge.
Outside of the office, Kimberly and her husband are busy parents to three teenage daughters. In her spare time, she enjoys any new adventure and spending time with family and friends.
Lori spent the first 15 years of her career in the financial services industry with RBC Royal Bank, moving to RBC Dominion Securities in 2007 to work with our wealth management partners serving high-net-worth clients across the firm. She joined the Milau Private Wealth Management Group in 2017. Lori is fully licensed and is the administrative expert on our team and will assist you with all of your administrative needs. In her spare time, she can be found out walking with her lab Otto or watching the latest sports games.
Job Titles:
- Administrative Assistant
- Regional Administrative Coordinator With the RBC Wealth Management Services
Marci originally joined RBC in 2017 as the Regional Administrative Coordinator with the RBC Wealth Management Services team servicing high-net-worth clients across the province. In that role, she worked side by side with our very own Lori Lougheed where Lori and Marci developed a strong working relationship. Marci joined our team in 2022 and will be helping you with all of your administrative needs.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Job Titles:
- Senior Wealth Advisor & Portfolio Manager
Paul graduated from the University of British Columbia and holds a degree in Economics. He entered the financial industry in 1995. He currently is a fully licensed Portfolio Manager, has his CIM (Chartered Investment Manager) and FMA (Financial Management Advisor) designations.
Paul's expertise lies in assessing risk versus return profiles and constructing portfolios that align with his clients' objectives. As a Portfolio Manager, he leverages his extensive knowledge of the capital markets, including bonds, stocks, and ETFs, with a minimal allocation to mutual funds. Holding a CIM designation, Paul is recognized for his proficiency in portfolio management.
In his current role, Paul partners with RBC Dominion Securities, Canada's largest financial firm, to offer holistic wealth solutions for families. He provides comprehensive services, including wealth management, financial planning, estate planning, and insurance, ensuring that his clients receive a well-rounded approach to their financial well-being. Known for his ability to simplify complex financial concepts, Paul's clients appreciate his dedication to making information easily understandable and pertinent to the individual.
 While Paul is committed to being the most trusted advisor for his clients, he also values a fulfilling personal life, Paul has lived and grown up in South Surrey and is married to his best friend Megan. They are busy raising their three boys, Parker 12, Finlay 11 and Bennett 8. As the first captain of the Surrey Eagles back in 1992, Paul stays active in hockey and sports, and now is starting the journey of coaching his kids through their early years. Paul considers himself fortunate to have a career he loves and remains passionate about helping families achieve financial success.
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.
Job Titles:
- Branch Director
- Manager Advisory Board
As Branch Director, Ray manages the offices in White Rock/Surrey, Langley and Maple Ridge and oversees the team of investment advisors, portfolio managers and professional support staff who provide customized advisory and discretionary wealth management solutions to affluent private clients and institutions.
Ray joined RBC Banking in 1991 in the Mississauga area where he held various roles in retail banking. Wanting to focus more closely on the client relationship, Ray transferred to RBC Dominion Securities in 1997 as an Investment Advisor. In 2001, Ray was appointed to the role of Branch Manager in Woodstock, ON and then continued to take on progressively Senior Branch Management roles. During his tenure in Management, Ray has been recognized with the Branch of the Year award on 3 different occasions.
In addition to his role as Branch Director, Ray has been a member of the firm's Manager Advisory Board, including Chair of the Board in 2017. This board represents Branch Managers at the senior management table and acts as a sounding board for various firm initiatives, strategies & policies and provides feedback and best practices to fellow Managers across the country.
Ray is a graduate of the University of Toronto with an Honours Degree in Political Science, Economics & History. In addition to completing several Investment & Branch Management courses through the Canadian Securities Institute, Ray holds the Chartered Investment Manager (CIM) designation and Fellowship of the Canadian Securities Institute (FCSI).