Our Team

Working with Paul Philps means that you have the confidence of having a trained professional on your side. Paul takes pride in delivering  excellence in all areas related to achieving your financial goals. Working with you and your family, Paul will draw on the extensive resources that are available through RBC Wealth Management and RBC Capital Markets to provide informed and customized wealth strategy solutions.  Paul brings his experience as a Certified Professional Accountant to each client relationship.  Just as importantly he brings enthusiasm and dedication required to foster a strong, long-term relationship built on trust. Expert wealth management, commitment and client service excellence are the principles of each client relationship.  Please contact Paul with questions regarding your portfolio, family enterprise planning, complex financial planning, estate and tax strategies, insurance needs and for new client introductions.

Paul Philps, CPA, CMA

Paul Philps, CPA, CMA

Investment Advisor

250-549-4068 | Email me

Our Extended Team of Specialists

Our extended team of specialists include certified, experienced lawyers, life insurance specialists, financial planners with CA backgrounds, business succession and offshore planning experts.  This dynamic team will help develop and implement all aspects of your financial and estate planning.  These are available to our clients that meet or exceed established thresholds.

 
  Brad Boback, CA, CFP
  Financial Planning Specialist
 

Brad graduated from the University of Calgary with a Bachelor of Commerce Degree. Brad then articled with a national accounting firm where he obtained his Chartered Accountant designation and gained experience in auditing, accounting and taxation. After a number of years working in the Oil and Gas industry Brad then entered the Financial Services industry and soon thereafter achieved the designation of Certified Financial Planner (CFP).

Prior to joining RBC Dominion Securities, Brad worked with various national Wealth Management firms as an Investment Advisor and Financial Planner. His experience includes providing financial planning services to high-net-worth clients, and assisting with their taxation, investment, retirement planning and estate planning needs. He brings extensive knowledge and expertise to our team as a Financial Planning Consultant.

Brad’s role is to work with, and support Paul in preparing and presenting comprehensive financial plans.

 

Nicole Todosichuk   Nicole Todosichuk, B.Comm, LL.B., TEP

   Will & Estate Consultant

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 practiced 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 and the Canadian Association of Gift Planners. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.

 

   Stephen Miziolek, CLU, CSA

    Estate Planning Specialist

Stephen has practiced in the financial services industry since 1982 and is a Chartered Life Underwriter (CLU). Prior to joining RBC, he held various client advisory and senior management roles.

Working closely with Paul, Stephen employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Stephen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.