Nicole Todosichuk, B. Comm, LL.B, TEP
Will & Estate Consultant
Prior to joining RBC Dominion Securities, Nicole practiced at a national law firm and then at a boutique tax and trust law firm, focusing on the implementation of tax and estate plans, wills, domestic and offshore trusts, charities and business succession.
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's significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Tony Markin, MBA, CA, CFP, TEP
Vice President, High Net Worth Planning Services
With over 20 years experience providing solutions in the areas of tax, business succession, estate planning and intergenerational wealth transfer, Tony specializes in tax and estate planning for business owners and high net worth families.
A Chartered Accountant and a Certified Financial Planner, who also holds a Masters in Business Administration in Global Asset and Wealth Management from Simon Fraser University as well as a Bachelors of Commerce from the Sauder School of Business at the University of British Columbia, Tony believes in taking a holistic approach to provide comprehensive planning solutions for our clients.
Craig Dale, B.Com. (Hons), CA
Financial Planning Specialist
Craig is a Chartered Accountant and holds a Bachelor of Commerce (Honours) degree from Queens University and has completed and tutored the CICA In-Depth Tax Courses.
Craig's role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.
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).
Brad's role is to work with, and support your Investment Advisor in preparing and presenting comprehensive financial plans.
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.