Ellis Wealth Management Group

David Ellis

David Ellis, FCSI, CFP

Vice President & Investment Advisor

250-549-4052 | Email me
250-545-4139

David has been in the Financial Services Industry since 1980 starting out with RBC Dominion Securities through the Pemberton Securities Merger. David is highly experienced in the industry and has helped his clients through many different markets.
 

Truly believer in continuing education, David added numerous honored designations to his name such as Canadian Securities Registered Representative, Fellow Canadian Securities Institute (FCSI), Member of the RBC Dominion Securities Retail Advisory Board, Life Underwriter of Canada Association Member (LUAC) and Chartered Financial Planner (CFP). He is also Vice-President of the RBC Dominion Securities Vernon Branch.
 

Trust and integrity are the cornerstones of David's practice. David focuses on providing above average cash flow for his income oriented clients. His commitment to personalized service allows his retired clients carefree ability to travel and enjoy life!
 

Dave has received numerous awards over the years most notably being a semi-finalist of the Investment Dealers Association of Canada 1991 Award of DISTINCTION (Pacific Division). The DISTINCTION is a national award program that recognizes outstanding investment advisors who exemplify the highest standards of dedication and professionalism in the Canadian securities industry. Candidates for the Award of DISTINCTION are evaluated on their ability to provide superior client service; their thorough knowledge of industry rules, products and services; and a solid record of educational achievements and community involvement.
 

He has also been an RBC Dominion Securities Counsel Member for more than 25 years.
 

When away from work, David enjoys archery, tennis, photography and sailing. He has been a participant and a Chairman of the Vernon Charity Regatta for over a decade – yes that's his boat in the picture. Dave and his wife have raised their family here in Vernon.

Eric Wikjord, BBA, PFP

Associate Advisor & Financial Planner

250-549-4088 | Email me

Eric is a graduate of Thompson Rivers University with a Bachelor of Business Administration Degree (B.BA) with a major in Finance. In addition to several extended educational courses he holds a Professional Financial Planning Designation (PFP©) and has obtained a Financial Planning Standards Council (FPSC Level 1 ™) Certificate in Financial Planning.

Eric started his financial planning career in 2004 and after partnering with RBC Dominion Securities for many years he joinded the Ellis Wealth Management Group.  He provides our clients a set of clear recommendations and strategies regarding investments, taxation, insurance, and retirement planning.

In his free time, Eric volunteers with several non-profit organizations around Vernon. He is an avid cross country skier who has represented Canada internationally as a national team member. He also enjoys backpacking, travelling, running and cycling of all kinds. Eric and his wife are raising their family in Vernon and plan to be here for many years.

 

Torine Feser

Administrative Assistant

250-549-4082 | Email me

Tori is involved in many aspects of client care and has found her niche by providing exceptional service.  This comes from her 15 plus years of experience in documentation and administration. Also with her knowledge of accounting she helps co-ordinate our wealth management process.  While forms and documents are fun she much prefers connecting with clients and helping them with their day to day requests.

 

An accomplished photographer Tori enjoys hiking and snowshoeing with her dog but mostly she spends her time taking photos with her daughter and cheering on her son at his hockey games throughout the province.  She enjoys the Okanagan outdoors and plays hockey in the winter and soccer in the summer.

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
brad.boback@rbc.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
nicole.todosichuk@rbc.com | 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. 

 

Stephen Miziolek

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.