Wealth Advisor and Financial Planner, CFP, CIM
Darice has spent most of the last decade taking care of clients across Canada and the U.S. through the process of wealth accumulation, wealth protection, and wealth transfer. She helps organize all the resources you need to take care of you personal and business matters in one place.
Parties involved | Resources provided | |
|---|---|---|
Wealth management and family office | · Information gathering · Establish investment policy and financial plan · Ongoing | Evaluate report findings, implement recommendations, adjust plan as needed. Ongoing discussion and review. Cash flow analysis and recommendations, strategies for income protection and growth, registered account liquidation strategies, tax planning, insurance and estate shrinkage analysis, education strategies, philanthropic strategies, pension income optimization. Investment management and administration (individual stocks and securities, fixed income, and alternative investments; personal and registered accounts, trusts, partnerships and corporations, institutional accounts, charitable foundations/donor advised funds) |
Will and estate consult | As needed | Existing Will review, new Will structuring, executor considerations, business and personal planning opportunities. |
Corporate Advisory Services (HNW/Wealth Planner) | As needed | Business structure review, business tax and succession planning, business alternate scenario illustrations (now versus later). Business planning before sale, business multiple evaluation. |
Corporate Group Advantage Services | Ongoing support | Business and employee savings and retention consultation, solution implementation and ongoing support. |
Private Bank | — | Dedicated advisor providing day to day banking solutions, preferred rates for personal residential lending, personal unsecured lending, foreign exchange services, holding company/ cash flow management and administration. |
Commercial Bank | — | Commercial and complex lending, equipment and asset purchase financing, M&A/CM services (buy/sell side acquisition, portfolio value creation, financing and restructuring). |
RBCx | — | Banking and capital solutions for qualified startups (capital call/ subscription lines, management company financing, general partner facilities, cash management, foreign exchange, advisory services). |
Trust administrators | — | Estate and trust advice, administration, and reporting, tax advice and preparation, cash flow management, Power of Attorney and corporate executor services. |
Estate planning specialist | As needed | In-depth corporate and personal estate shrinkage analysis and review, estate planning and insurance solutions. |
External partners: Legal/tax/private equity/business advisory | Ongoing support | Joint strategy discussion and alignment on an ongoing basis. |
Darice Huang, CFP®, CIM® — Wealth Advisor and Financial Planner —
darice.huang@rbc.com — Cell: 672-963-9700 | T. 604-665-0619 | F. 604-266-1147
RBC Dominion Securities, 2052 West 41st Avenue, 3rd Floor, Vancouver, BC V6M 1Y8
RBC Dominion Securities Inc.* and Royal Bank of Canada are separate corporate entities which are affiliated. * Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. is a member company of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. © 2026 RBC Dominion Securities Inc. All rights reserved. 26_90805_TNO_007