Michelle Beauregard
Premier Banking Advisor, RBC Royal Bank
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.
Pamela Wiebe
Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Kelowna & Vernon, Pamela Wiebe 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 17 years of experience in financial services with RBC, Pamela is respected by her clients, her peers, and the industry, and has received top performer recognition regularly, including being a conference winner in 2012. Pamela is committed to giving back to her community and has worked with Kelowna General Hospital, Heart and Stroke Foundation, RBC Run for the Cure, and the Okanagan Food bank throughout the years.
Born and raised in Vernon, BC, Pamela holds a Diploma in Criminology from Kwantlen Polytechnic University.
Pamela currently resides in Lake Country. When she is not hard at work for her clients, Pamela enjoys gardening, cooking, paddle boarding, and spending time with friends and family.
Extended Team
Tim Squire, FCPA, FCGA, CFP, CLU, FMA
Financial Planning Specialist, RBC Family Office Services
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning 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 Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter — CLU (a wealth transfer and estate planning designation).
Nicole Todosichuk, B.Comm., LL.B, TEP
Vice President and Will & Estate Consultant, RBC Family Office Services
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., PFA, AVA
Spécialiste en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Les gens ont besoin de professionnels. En effet, sans les compétences spécialisées appropriées pour nous guider, on peut facilement négliger des choses. Ayant grandi dans une entreprise familiale, Brett connaît très bien les hauts du succès et les bas émanant d’une planification médiocre de la succession et de la relève d’entreprise. C’est cette expérience qui l’a guidé vers le secteur financier et la raison pour laquelle il est déterminé à aider les autres à atteindre leurs objectifs.
Brett reconnaît que chaque personne, chaque situation est unique, tout comme sa méthode pour recueillir de l’information, identifier les objectifs en matière de patrimoine et recommander des solutions d’assurance efficaces en matière d’impôt. Qu’il s’agisse d’assurer une protection financière contre un décès prématuré ou une maladie ou, encore, de veiller à ce que le fruit de votre dur labeur et votre patrimoine soient transférés à la génération qui suit, Brett crée un plan qui cible vos besoins.
Élevé à Winnipeg, Brett a déménagé dans la magnifique vallée de l’Okanagan en 2015, et il y vit avec sa femme et leurs trois filles. Même si Brett est toujours partant pour une partie de golf, sa passion, la course de fond, le garde constamment à l’affût du prochain marathon.