Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Stephen began practicing in the financial services industry in 1982 and held various client advisory and senior management roles prior to joining RBC in 2016. Supported by his designation as a Chartered Life Underwriter (CLU) and his passion for people, he is best known for the level of attention provided to fully understand client wishes. As a result Stephen is able to provide a holistic assessment to your unique wealth management needs.
With a focus on assisting you secure existing wealth, increase your net worth and reduce the impact of estate taxation, Stephen helps ensure a comprehensive plan is put in place. He recommends creative, tax-exempt insurance solutions to address your ongoing needs and will readily partner with your other trusted professionals.
Stephen lives in Kelowna with his wife Mel and their dogs Teddy and Buster. They enjoy the simple things in life such as golf, travel and a good cup of tea.
Will & Estate Consultant, RBC Wealth Management
Nicole received her Bachelor of Commerce Degree (Dean’s List) in 1991 and her Bachelor of Law degree in 1999 from the University of British Columbia.
She clerked at the British Columbia Supreme Court from 1999 to 2000 and was called to the British Columbia Bar in 2000. Nicole has also completed the Canadian Institute of Chartered Accountants In-depth Tax Course.
Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicole’s practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Financial Planning Specialist, RBC Wealth Management
Prior to joining RBC, Eugene was a Tax Manager at one of the world’s leading accounting firms where he spent many years providing tax compliance and tax planning services to high net worth individuals, private companies and First Nations.
Eugene is a Chartered Accountant (CPA, CA) and holds a Bachelor of Business Administration degree from Simon Fraser University. He has completed and tutored the Canadian Institute of Chartered Accountants’ In-Depth Tax Course and completed the Advanced Tax Issues for Owner-Managed Business Course.
Eugene believes that planning is critical to helping people meet their financial goals. Eugene’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.