There's Wealth In Our Approach

Whether your goals include converting the equity in your business into an enhanced retirement benefit, planning for your children's or grandchildren's expenses or your desire to leave a family legacy, RBC Wealth Management Services team members can provide advice and suggest strategies to achieve your goals in a tax efficient manner. Your RBC Advisor can build on these strategies by suggesting potential solutions, which can then be implemented in coordination with your own tax and legal professionals. 

 

Your Elevated Wealth Planning Team

 
Brad Boback, CA, CFP
Financial Planning Consultant
 

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.

Brads role is to work with, and support your Investment Advisor in preparing and presenting comprehensive financial plans.

 


Nicole Todosichuk, B.Comm, LL.B, TEP
Will & Estate Consultant

Nicole received her Bachelor of Commerce Degree (Deans 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. Nicoles 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. Nicoles significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.

 

 

Stephen Miziolek, CLU
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 your advisor, 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

 

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure were all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.