As a Premier Banking Advisor for the Kelowna market, Jessica Taillon 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 6 years of experience in the financial services at RBC, Jessica is respected by her clients, her peers and the industry and has received top performer recognition. She has sought to develop her skills to offer best in class client experience and advice which sets her apart.
Born and raised in Victoria, Jessica holds a Bachelor of Arts Degree in Political Science, major in Canadian Studies and International Relations from the University of British Columbia. She is committed to giving back to her community through volunteering with the Heart and Stroke Foundation, Canadian Breast Foundation, Kelowna General Hospital Foundation, YMCA, Boys and Girls Club and Elementary Schools in School District 23.
Jessica currently resides in Kelowna with her family but has lived in various places across B.C. When she is not hard at work for her clients, Jessica loves to read, cook and walk her dog, Winston. She also likes to travel with her family.
Brad became a Chartered Professional Accountant and a Certified Financial Planner after graduating from the University of Calgary with a Bachelor of Commerce Degree. He has worked in the financial services industry since 1992 both as an advisor and as a financial planner and he brings extensive expertise and experience to help professionals, business owners and other high net worth individuals with their financial planning needs.
Brad’s role is to work with and support your advisor in preparing and presenting you with a comprehensive Compass Financial Plan and to help identify and address any financial planning concerns or opportunities you may have.
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.
Brett Henderson, B.Comm., CFP, CLU
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.