Financial Planning Specialist
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.
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 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.
Estate Planning Specialist
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.
Premier Banking Advisor
As a Premier Banking Advisor for the Kamloops and Northern BC Market, Gail Adams-Marynovich 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 21 years' experience in financial services with RBC, Gail 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.
Beyond RBC, Gail is committed to giving back to her community through several volunteering activities. She is a member of the Chase Rotary Club and sits on the organizing committee for United Way Home for the Holidays fund raiser. Gail participates bi-annually in the Pit Stop Kamloops nutritious meal program and also partakes in the Starfish Backpack program distributing healthy foods to local school children.
Gail was born in Victoria, B.C, raised in Roberts Creek, B.C and now resides in Kamloops with her husband and two daughters. When she is not hard at work with her clients, Gail enjoys swimming and snorkeling. She also likes to travel and spends time with her family.
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.