Our extended team of specialists
Our extended team of specialists includes certified, experienced lawyers, life insurance specialists, financial planners with CA backgrounds, and business succession and offshore planning experts. This dynamic team will help execute and quarterback all facets of your financial and estate planning, and is available to our clients who meet or exceed established thresholds.
Brad Boback, CPA, CA, CFP, B.Comm.
Financial Planning Specialist
email@example.com | 250-712-2162
Brad holds a Bachelor of Commerce from the University of Calgary and a Chartered Accountant designation, as well as the Certified Financial Planner certificate. His experience includes providing financial planning services to high-net-worth clients, and assisting with their taxation, investment, retirement planning and estate planning needs.
Nicole Todosichuk, B.Comm., LLB, TEP
Will & Estate Consultant
firstname.lastname@example.org | 250-469-7408
Nicole received her Bachelor of Commerce Degree (Dean’s List) and her Bachelor of Law degree from the University of British Columbia. She practiced law for 10 years before joining RBC, and now she is our expert on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession.
Tony Markin, MBA, CA, CFP, TEP
Vice President, High Net Worth Planning Services
RBC Wealth Management Services
Tony holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia. With over 20 years experience providing solutions in the areas of tax, business succession, estate planning and inter generational wealth transfer while working both in public practice and the financial services industry, Tony believes in taking a holistic approach to provide comprehensive planning solutions for clients.
Estate Planning Specialist
Stephen has practiced in the financial services industry since 1982 and is a Chartered Life Underwriter (CLU). Prior to joining RBC, he held various client advisory and senior management roles. Stephen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.