Wealth Management Services

Before we recommend wealth management solutions, we invest the time up front to understand your financial objectives, unique preferences and personal goals, then recommend and implement appropriate solutions.

Drawing on our team members' depth of experience as financial, taxation and legal professionals, we present strategies that are appropriate for your personal situation.  Next, RBC Wealth Management Services team members will work with you and your Investment Advisor to turn proposed strategies into actionable solutions.

Your Investment Advisor can also liase with your own tax and legal advisors and members of the RBC Wealth Management Services team to effectively execute on the solutions that will help you to reach your goals.

High Net Worth Planning Services

For affluent clients, High Net Worth Planning Specialists and Business Owner Planning Specialists provide strategies and advice including tax and estate planning for executives, business owners, professionals, retirees and those with U.S. assets and property.  Specialists will work closely with your Investment Advisor to identify strategies and solutions on structuring your affairs in a manner that addresses your overall wealth planning needs.

Estate Planning Specialists

Estate Planning Specialists may offer effective solutions to excess taxation, estate preservation and business succession, and can focus on both personal and corporate solutions to help increase your net worth and reduce the impact of taxation today and at death.

Will and Estate Consulting

If appropriate for your situation, Will and Estate Consultants will work closely with your Investment Advisor to provide you with information on structuring your estate in an efficient and tax-effective manner, and can assist in developing your legacy to family and charity.

Financial Planning

When your situation warrants comprehensive financial planning, Financial Planning Specialists and Consultants focus on understanding your current financial situation and objectives to identify strategies to help you achieve your life goals.  Your financial plan will incorporate your investment plan and will include a general review of your risk management, tax and estate plans to ensure that you have a well-rounded plan of action.

Estate & Trust Services

Estate & Trust Services provides individuals, families and businesses with valuable estate, trust and incapacity services, tailored to your specific needs.  In working with your Investment Advisor Estate & Trust Services has the expertise to deal with unique and complex issues delivering tailored and thoughtful solutions through a personal relationship with your skilled advisor.

RBC Wealth Management, Private Banking

Our unique location allows us to meet fact-to-face with banking partners who specialize in tailored, comprehensive packages for your personal or business needs.

An RBC Royal Bank Private Banker can help you achieve your goals while relieving you of the ongoing burden of managing your finances.  Your dedicated Private Banker will provide the preferred care and responsive service you require through personal relationships, industry leading professionals and a unique service offering that is constantly evolving to bring you the most innovative wealth management solutions available.

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.