Kamloops Wealth Management Team
Brad Boback (CPA, CA, CFP) Financial Planning Specialist
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 Accounting 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 Planner (CFP).
Brad's role is to work, and support your Investment Advisor in preparing and presenting comprehensive financial plans.
Stephen Miziolek Estate Planning Specialist
Stephen has practiced in the financial services industry since 1982 and is a Charted 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.
Nicole Todosichuk (B.Comm., LL.B.,TEP) Will & Estate Consultant
Prior to joining RBC Dominion Securities, Nicole practised at a national law firm and then at a boutique tax and trust 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 Brithish 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.
Catharine Turner (CFP, FMA, TEP) Senior Trust Advisor
After graduating from the University of British Columbia, Catharine has continued to expand her knowledge and expertise while serving clients throughout British Columbia as a Senior Trust Advisor in the Vancouver office.
With more than 25 years of industry experience, Catharine has held several client facing roles focused on business development along with servicing complex accounts of domestic and international high net worth families while in the role of an Estate and Trust Advisor, Senior Advisor and Private Banker,
Catharine understands that no two clients situations are the same; she brings the necessary skill set to provide the client with both technical expertise as well as the genuine understanding of the emotional complexities, to help find the solution that is right for you.