Mary McPhail brings extensive wealth planning experience to her role as Private Banker in British Columbia. Drawing on over twelve years of financial services for domestic & international clients, she brings her wealth of knowledge to addressing concerns faced by high-net-worth clients.
Ms. McPhail is passionate about working with multi-generational enterprising families. She provides, personalized, discrete financial counsel to a small, select group of ultra-high-net-worth entrepreneurs, utilizing specialists in Canada and in key markets worldwide. Mary provides bespoke banking, cash management and customized flexible credit and lending solutions. Through the RBC Financial Group and outside multi-disciplinary teams in Canada and in key markets worldwide she collaborates to achieve her clients' financial objectives. This team enables her to provide an integrated solution with a complete range of services-including investments, business banking, estate planning, and domestic and international trusts-to align with each client's specific values and destination.
She holds a bachelor's degree from the University of Alberta, and has completed her Certified Financial Planner (CFP) designation, as well as the Professional Financial Planner, allowing her to provide her clients with the highest quality financial advice and planning. To help provide collaborative and complementary advice to family business clients, she has completed the Family Enterprise Advisor Program at the Sauder School of Business and obtained her Family Enterprise Advisor Designation.
In her spare time Ms. McPhail enjoys travelling internationally, attending the opera, symphony and Arts Club Theatre, practicing yoga, hiking and spending time with her family.
If you are interested in learning more about TIGER 21, please complete the contact form and you will receive a copy of our most recent Asset Allocation Report.