Joshua Opheim - Our team

Josh Opheim, B.Comm. (Fin)

Assistant Branch Manager & Investment Advisor

306-956-5252 | LinkedIn

1-800-785-4722

Josh focuses on working with clients through a wealth management approach to create an appropriate plan for clients to achieve their financial goals. Further to bringing appropriate professionals to help clients through various aspects of their financials lives, Josh is responsible for investment portfolio design, implementation, and continual monitoring of investment choices. He believes investments should pay you an income, should minimize risk, and should not cost you much.

Prior to beginning his own practice with RBC Dominion Securities, Josh started, owned, operated, and eventually sold his position in his marketing firm Discovery Marketing. In 2016, along with adding to his position by taking on the role of assistant branch manager, he earned a spot on the President’s Club list at RBC Dominion Securities recognizing his success in the industry. He graduated from the University of Saskatchewan in 2006 with a B.Comm. in finance.

In his free time, Josh loves to golf and play hockey and donates his time to various charities and boards around Saskatchewan. Josh lives in Saskatoon, SK with his wife Jessica, and son Oscar.

Jonny Bell, B.Comm. (Fin)

Associate

306-956-7850 | Email me

306-956-5252 | LinkedIn

1-800-785-4722

Jonny has been working with RBC Dominion Securities within the Opheim Wealth Management Group since May of 2018. Jonny has been working in the customer services industry since 2015, where he assisted management in creating high-quality services for clients and financial forecasting. Jonny is currently working towards his Chartered Financial Analyst (CFA) designation through the CFA Institute, to specialize in the areas of portfolio development and management over the coming years.

Prior to working with RBC Dominion Securities, Jonny graduated from the University of Saskatchewan in 2018 with a B.Comm. in finance. While at the U of S, Jonny played on the university men’s soccer team as a goalkeeper, representing the school on a national stage. In his free time, Jonny loves to golf and play soccer in city leagues and the Saskatoon World Cup.

Tim Squire, FCPA, FCGA, CFP, FMA

Financial Planning Specialist, RBC Wealth Management

Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.

Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim’s extensive expertise and experience helps clients address all areas of financial planning.

Tim is a Certified General Accountant and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner and Chartered Life Underwriter (a wealth transfer and estate planning designation).

Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management

Avideh Parent is an experienced lawyer with a strong commitment to educating people on the importance of estate planning.

An accomplished public speaker, Avideh is a frequent presenter on Wills and Estates for organizations such as the Legal Education Society of Alberta, the City of Edmonton, Next Step Continuing Education, and the Edmonton Community Foundation. Avideh also has been featured on Global TV, Shaw TV, and various financial education websites.

Avideh received her undergraduate degree from Carleton University and went to Law School at the University of Alberta. In 2001 she was called to the Alberta Bar and prior to joining RBC, devoted her law practice to Wills, Estate Planning, and Estate Administration.

Avideh is also an active member of the following organizations:

Society of Trust and Estate Practitioners (STEP);
Wills & Estates Subsection of the Canadian Bar Association;
Elder Law Subsection of the Canadian Bar Association;
Edmonton Estate Planning Council;
Oliver Centre Board of Directors.

Colin Biblow, CFP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

“There is always more to do for other people.”

This fundamental belief is Colin’s central promise to advisors and their clients. It means there is always a need to keep the conversation going, in order to ensure that the advisor and client have the best possible insurance and estate planning advice at all times. And it means delivering relentlessly on what truly differentiates his team: their unique Value Builder process, which discovers hidden value in the advisor-client relationship.

When it all comes down to it, Colin’s Prairie upbringing has given him a sense of proportion: “I don’t have visions of grandeur. My career goal is to be recognized by my peers as one who does the best possible work for clients.” Colin’s personal goal, of course, is for the Riders to win. A lot.

Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management

Coady specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Coady was called to the Bar in Ontario (in 1992) and in Alberta (in 1998). Coady’s expertise includes tax and estate planning for high net worth individuals and families, professionals and business owners.

Coady is a tax lawyer and his educational background includes the completion of the CICA In Depth Tax Course (Levels I, II and III), a finance degree from Bishop’s University and a law degree from Dalhousie University. Coady is also a member of the Canadian Tax Foundation.

Wealth Planning Consultation

Coady works closely with your RBC advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs, which you would then discuss and implement with your accountant or lawyer.

To schedule a meeting with Coady Cormier please contact your RBC advisor.

Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-sized accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Accountant and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

RBC Dominion Securities Inc.

Our team