Financial Planner
Dustin is a Chartered Professional Accountant (CPA), has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course, and holds an Honours Bachelor of Commerce degree from the University of Manitoba with a major in Accounting.
In his previous role as a tax manager at one of the major global accounting firms, Dustin specialized in providing tax planning services to high-net-worth individuals, private corporations, owner-managed businesses, estates, trusts and partnerships. His work focused on tax minimization strategies, reorganizations, and succession planning.
Dustin’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Will & Estate Consultant, RBC Family Office Services
Nicole Todosichuk, B.Comm., LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
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.
Private Banker
As a private banker with RBC Wealth Management, Private Banking, Melissa Pinkenburg provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families.
Melissa believes that building a strong relationship with her clients is key. From there, in collaboration with her team, she will guide clients through customized solutions for complex credit structures, tax and retirement planning and sophisticated packages for managing daily banking and cash management needs. Melissa also partners with in-house professionals to provide complimentary estate and legacy planning, financial planning, and business owner succession planning.
Melissa has been in the financial services industry since 2006 and holds a Personal Financial Planning (PFP) designation from the Canadian Securities Institute. She has also completed her Qualified Associate Financial Planner (QAFP) designation through FP Canada.
Growing up, Melissa moved around Northern B.C. before settling in Kamloops in 2014. Situated in the interior, Melissa enjoys spending weekends on the slopes at Sun Peaks. Melissa also has her motorcycle license and enjoys riding her Honda CBR 500. During her leisure time, you can find her on the beach while visiting family in Barbados.
As a Private Banker with RBC Wealth Management, Private Banking, Paul Wourms provides comprehensive wealth management and financing strategies to high net-worth business owners, executives, professionals and their families.
Based in Kelowna, Paul works with a select number of clients in the B.C. Interior to address heir often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.
Paul offers an extensive background in client relationship to his role as Private Banker. He draws on more than 15 years of experience within RBC, consisting of a wide range of roles in Retail Banking, Commercial Financial Services, and Corporate Client Group.
Paul was born and raised in Kamloops B.C., and is a graduate of Thompson Rivers University with a BBA majoring in finance. In university, Paul was a member of the baseball team, and was drafted by the Los Angeles Dodgers in 2005. While no longer active in baseball, he does look for opportunities to volunteer his time with youth sports, and he remains an avid sports fan. Away from the office, Paul spends much of his time with his family, and enjoys many of the outdoor activities that the B.C. Interior is famous for.
Premier Banking Advisor
As a Premier Banking Advisor, Lisa Johnson provides personal service and tailored advice to help our Wealth Management clients save time and effectively manage their day-to-day banking needs.
Working as a single point of contact, Lisa collaborates with specialists from across RBC to provide a complete range of complementary services to support the individual goals of our Wealth Management clients in the Kamloops, Prince George and Whitehorse area. Lisa draws on over 20 years of experience in Financial Services, where she has had the opportunity to foster long-term relationships with high net worth clients.
She focuses on delivering an exceptional advice experience, working directly with our Wealth Management partners.
Away from the office, Lisa enjoys being outdoors, hiking and mountain biking in the summer, and skiing in the winter with friends and family.