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Who We Are

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Who We Are

Our Team

DanDan has worked in the financial services industry for over 30 years and has been with RBC Dominion Securities since 1992 advising high net worth individuals, business owners and non-profit organizations. He holds the Canadian Investments Manager (CIM) designation, the Fellowship of the Institute of Canadian Bankers (FICB) designation, the Elder Planning Counsellor (EPC) designation and also holds his Level II Insurance Licence. He has been a past member of both the President's Club and the Executive Council for his firm.

Dan is Past President of the Rotary Club of Parksville A.M. and a Past Vice President of the Parksville & District Association for Community Living. He is married with two children, enjoys golf, hiking and travel.

CarolI will work closely with you to thoroughly understand your unique circumstances, define a suitable strategy and build an appropriate plan, which I call the LifeFirst Plan. Based on your financial situation and unique needs, be that income, capital growth, retirement planning and/or estate planning, I will formulate your investment strategy. Consistent monitoring of both the changing economic climate and changing personal circumstances allow for timely adjustments to the strategy.

I proudly joined RBC Dominion Securities in 1999 after completing the Canadian Securities Course in 1998. I have both the Financial Management Advisor (FMA) designation - the Canadian Securities Institute's recognized professional financial planning designation and the Elder Planning Counselor (EPC) designation. I also have obtained my Life Insurance Level II license.

Tricia has been working in the investment industry for over 26 years and has been with RBC Dominion Securities for 21 years. Tricia has her Financial Management Advisor (FMA) designation, Professional Financial Planning Course (PFPC), and Level II life and accident and sickness insurance licence.   Tricia will work hard to ensure that all clients receive access to all facets of Financial Planning and our Wealth Planning professionals available through RBC Wealth Management.   Tricia's key role is to provide our clients with access to all facets of building a sound financial plan.  Our main objective for clients is to access all the services and programs offered within RBC to accomplish a complete and correlated investment plan structure to match the needs and goals of each individual client and their families.  She has been involved in every facet of the industry and is a key member of our team. Tricia resides in Parksville and is married with two daughters and enjoys time spent with her family, coaching soccer, executive board member for Oceanside Minor Lacrosse and activities such as curling, baseball and running This can be accomplished with detailed meetings, ongoing reviews and contant communication with the clients a role Tricia enjoys. She has been involved in every facet of the industry and is a key member of our team. Tricia resides in Parksville and is married with two daughters and enjoys time spent with her girls on the soccer and lacrosse fields.  Coaching soccer, executive on the Oceanside Minor Lacrosse Association and some hobbies such as curling, baseball and running keep her busy. 

Wealth Specialists

SandraWith a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner® (CFP). As such, Sandra is well equipped to provide you with financially sound and honest advice.

Sandra’s academic and professional qualifications include many years of study in the areas of Wealth Management Techniques, Building High Net Worth, Professional Financial Planning, the Canadian Securities Course and the Investment Advisors Course. She has consistently been an advocate of continued education for herself as well as actively promoting financial literacy within the community with an ongoing commitment to the Junior Achievement program, teaching elementary school students about saving, budgeting and investing.

Supporting her belief that true wealth management comes from fully understanding a client’s goals, values and priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing long-term considerations.

Arne Perrin, B. Comm (HONS), CFP VP and Estate Planning Specialist

Arene Perrin has been with RBC Since 2000.  He focuses on ther generational wealth trasnfer, and succession and transition planning for family businesses, entrepeneurs and high-net-worth individuals.  His goal is to help ensure your weatlth is trasnferred to your heirs more effficiently and in accordance with your wishes. 
Working closely with your advisor, Arne employs a comprehensive process to assess your wealth management needs and then recommneds creative, tax-exempt insurance strategies to help address them.  For more complicated situations, he works with your other professional advisors in the development of approprieate solutions.  Arne evaluates various insurance offerings from Canada's top-ranked insurance providers.


GraceGrace 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.

Grace would be pleased to work with you and you advisor to structure you estate in an effective and tax-efficient manner.


RBC Partners





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