Brad Oliver

Vice-President & Investment Advisor, Financial Planner

905-469-7070 | Email me
905-469-7005
1-800-567-5615

Brad graduated from Memorial University of Newfoundland with a Bachelor of Arts, majoring in Economics and Business in 1992. He has worked with RBC Wealth Management for over 19 years, during which time he has been a Financial Planner for over 19 years.

He continually builds on his expertise to provide his clients with comprehensive advice based solutions. He works closely with his internal team partners, including RBC Bank, to ensure client's needs can be met. He welcome's the opportunity to work with his client's lawyer's and accountant's to again ensure a smooth process. In order to keep up to date in the industry, he is required to go through rigorous training and continued education on an on going basis.

Brad believes that by understanding the client's needs and values first, he can better assist the client in reaching their goals. Having a deep understanding of these underlying beliefs assists him in putting plans in place that work for the client. He believes that all financial plans and investment strategies start off with a solid foundation of trust. Brad's core focus has always been the client and building strong long term relationships. He is a long standing member of the RBC Dominion Securities Presidents Club, which recognizes Investment Advisors who stand out with a high degree of integrity, professionalism, and dedication to their clients.

Brad lives in Oakville, Ontario. Away from the office, he enjoys a variety of activities skiing, biking, golf, and most importantly spending time with family and friends. He firmly believes that relationships with family, friends, and his clients are his most valuable assets. He is always willing to participate and volunteer his time when asked.

Catherine Nicholls

Vice President, Will & Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of

Upper Canada since 1980.  She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate

administration.  Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She

continues to focus on Will and Estate planning with RBC. She is a member of the Society of Trust and Estate Practitioners (STEP).

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Catherine, a Will & Estate Consultant.

Catherine works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning

issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Catherine Nicholls, please contact your advisor.

 

Thomas Seah, B.A. (Econ.), CLU

Vice-President and Estate Planning Specialist

As Vice-President and Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them.

Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits.

Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency’s longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.

Our professional commitment

Simply put, you deserve to Get the most out of life – this is why we exist. It’s important that you get the best advice, service and assistance possible.

RBC Wealth Management Financial Services Inc. offers a team of highly qualified professionals and accredited Estate Planning Specialists / Financial Security Advisors that focus on strategic insurance solutions. Offering independent knowledge and advice to deliver and execute key solutions for your personal and corporate insurance needs, they collaborate with those from among the best internal and external resources, including Canada’s leading insurance suppliers. Whether related to the creation, protection or transfer of wealth, they will partner with you, your RBC advisor(s) and your other professionals to assess your wealth management needs and deliver comprehensive solutions.

Our ability to add value comes down to one thing: our relationships, with you, our valued clients. We are passionately dedicated to helping you build your wealth and live the way you want.

To schedule a complimentary meeting with Thomas, please contact your advisor.

 

 

Rebecca Henri, CFP, TEP

Financial Planning Specialist

Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.

Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.

Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.

Specialized Financial Planning

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

To schedule a meeting with Rebecca Henri, please contact your advisor.