Mary McPhail

A little about Mary McPhail

Mary McPhail brings extensive wealth planning experience to her role as Private Banker in Vancouver and the surrounding area. Drawing on over nine years financial services for domestic and 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 to provide sophisticated banking and personalized credit and lending packages. Through these partners she is also able to provide a complete range of planning services, including tax and estate planning, business and personal succession planning, philanthropic strategies, and domestic and international trust services.

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 and spending time with her family. She is currently training for the RBC Grand Fondo cycling ride from Vancouver to Whistler.

For her Private Banking clients, Ms. McPhail designs sophisticated banking and personalized, flexible credit and lending packages. 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.