Tom Bryan CFP, CLU, CHFC Estate Planning Specialist
In collaboration with wealth management partners, Tom works with RBC
advisors and their clients to implement planning-based solutions for corporate and personal tax protection, as well as asset reallocation to tax-sheltered permanent insurance. Tom consults with trusted advisors of RBC Wealth Management and clients to design advanced insurance strategies.
Andrea Morrissy CFP, CHS Associate Estate Planning Specialist
Andrea partners with RBC advisors and their clients to implement planning-based insurance solutions tailored to clients’ risk management and
estate-planning goals. She specializes in living benefits insurance (disability, critical illness,and long-term care)
Joseph Power BA, LL.B Will & Estate Consultant and Vice President
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association. Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation. He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
Steve Hunter MBA, CFP Financial Planning Specialist
Steve holds the Certified Financial Planner (CFP) designation and was named to the 2005 President's List of the Financial Planners Standards Council. Steve believes that planning is critical to helping people meet their financial objectives. As a Financial Planning Specialist at RBC Dominion Securities, Steve works with and supports Nichols Wealth Management in preparing and presenting comprehensive Compass Financial Plans for clients. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. Steve received his Bachelor of Applied Science (Electrical Engineering) from the University of Toronto in 1997 and his Master of Business Administration from the Schulich School of Business, York University in 1983.
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, private banking, personal banking and commercial business banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.
The expertise of Canada’s leading wealth management provider
Through Nichols Wealth Management you have access to the resources and expertise of RBC Dominion Securities – Canada’s leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.
Because investing is just one aspect of managing your wealth, we also provide a range of services that address your various tax, estate and financial planning needs. In addition, several banking and insurance services are available through our partners in RBC.