Estate Planning Specialist


Stephen Miziolek, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Vice President, High Net Worth Planning Services


Zora Booker, CPA, CGA, MBA

Vice-President & Business Owner Specialist, RBC Wealth Management

Financial Planning Specialist


Brad Boback, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management

Will and Estate Consultant


Nicole Todosichuk, B.Comm., LL.B, TEP

Will & Estate Consultant, RBC Wealth Management

Private Banker


Paul Wourms

Private Banker, RBC Royal Bank

Premier Banking Advisor


Gail Adams-Marynovich

Premier Banking Advisor, RBC Royal Bank

Senior Trust Advisor


Catharine Turner, CFP®, FMA, TEP

Senior Trust Advisor, RBC Royal Trust

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 250 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps your Investment Advisors create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

The team’s areas of expertise include:

  • Retirement planning: Helping you meet your retirement income goals and maximize your after-tax retirement income
  • Financial planning: Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals
  • Taxation: Implementing strategies to help reduce your family’s tax burden
  • Business ownership planning: Helping you effectively transition from your business while reducing taxes and maximizing retirement assets
  • Estate and trusts: Efficiently transferring your wealth to the next generation
  • Insurance solutions: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping you maximize your charitable legacy