Wealth and tax management meet the team

Meet the Team — Yoder Wealth Management

wealth and tax management meet the team

Effective tax planning can enhance returns as well as protect the value of your assets for future generations. The Busey Wealth Management Solutions Team. MEET YOUR TEAM Clients are at the forefront of our meeting process. One of the keys to effective wealth preservation is using the tax code to your. Michelle joined the Linett Wealth Management team in He has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he.

Advertisement Those cracks may be hardly noticeable at first glance. Teamwork always beats working in silos. Here are some things to look for when building your team: Find professionals who play well with others. Avoid those who hold too tightly to the idea that they should control everything; collaboration is the key.

Your advisers should be looking out for your best interests and avoid any conflicts of interest. You want people who are in the transformation business, not the transaction business.

Look for firms with a reputation for being proactive rather than reactive. Find a team leader who understands the big picture and how all the puzzle pieces fit together. It can be your accountant, your attorney, your insurance agent or your financial adviser — whoever best fits the job. Get people who have expertise in the things that matter to you.

Meet The White Oaks Team

If you have a business, you need someone in risk management who handles property and casualty insurance for business owners as well as personal coverage. In my own spare time, I hit the golf range to help improve my game. She has a comprehensive knowledge of our industry and is a great resource to help you with your questions.

wealth and tax management meet the team

Esther is responsible for providing our team with Business Operations Support ranging from coordinating our review process to the organization of all new account openings and transfers. Esther graduated from University of Victoria with a Bachelor of Commerce degree.

wealth and tax management meet the team

As a CFP, Esther will help you assess your current financial picture. She works with clients to review financial cash flow projections, Estate impact analysis and review retirement scenario planning cases that reflect your circumstances. Esther will help answer the question: This comprehensive approach provides peace of mind to our clients.

Esther loves to travel with her husband and their two children. She also has a passion for music and the piano.

Linett Wealth Management - Meet the team

You will often see her taking delight in music festivals and piano recitals. Esther can be contacted directly at She was called to the Bar in British Columbia in 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.

wealth and tax management meet the team

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.

wealth and tax management meet the team

He has over 20 years of experience providing solutions and guiding high net worth families and business owners in the areas of tax, business succession, estate planning and intergenerational wealth transfer.