Our specialists

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.

As the Will and Estate Advisor for the Vancouver and Okanagan regions, Rick brings an approach to estate planning that centers on understanding and addressing the unique needs of each client, working collaboratively with both the client and their trusted advisors to help craft a comprehensive, effective estate plan that meets their particular needs.

A graduate of Simon Fraser University with a Bachelor of Arts degree and a law degree from the University of Victoria. He is currently a member of the Law Society of British Columbia, the Wills and Estates Subsection of the Canadian Bar Association (BC), and the Society of Trust and Estate Practitioners (STEP).

Rick joined RBC Royal Trust from private practice and brings over 15 years of experience as a full time estate planning lawyer with a downtown Vancouver law firm. He has extensive experience dealing with all facets of personal estate planning, including wealth preservation, asset protection, income splitting and tax minimization issues. During that time, Rick also dealt with court appointed committees for incapacitated individuals, and matters arising from the administration and wind up of estates.

Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the unique concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Rick can help craft a tailored estate plan that meets their individual needs.

The combination of his professional expertise and his commitment to provide practical solutions makes Rick an invaluable resource for both clients and their financial advisors.

People need really good people. Without the correct expertise to help guide us, things can easily fall through the cracks. Growing up in a family business, Brett has first-hand knowledge of the highs of success and the lows resulting from poor estate and succession planning. It was this experience that guided him to the financial industry and why he is driven to help others achieve their goals.

Brett recognizes each person and situation is unique as is his process to gather information, identify wealth goals and recommend tax efficient insurance based solutions. Whether implementing financial protection against premature death and illness or ensuring your hard work and wealth are transferred to the next generation, Brett creates a plan focused on your needs.

Raised in Winnipeg, Brett moved to the beautiful Okanagan in 2015 where he lives with his wife and 3 daughters. While always up to play a round of golf his passion, long distance running, keeps him on the lookout for his next marathon.

As a Premier Banking Advisor for Kelowna, Michelle Beauregard works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.

With more than 5 years of experience in financial services with RBC, Michelle is respected by her clients, her peers and the industry, and has received top performer recognition. Michelle is committed to giving back to her community and acts as a volunteer member for the Heart and Stroke Foundation, YMCA Healthy Kids Day and YMCA Cycle for Strong Kids throughout past years.

Born in New Westminster and raised in Salmon Arm, Michelle holds a Diploma in Business Administration in 2013 from Okanagan College.

Michelle currently resides in Kelowna. When she is not hard at work for her clients, Michelle enjoys cooking, playing volleyball and spending time with family and friends.