Thomas Seah, Vice President and Estate Planning Specialist
Thomas Seah is a valuable member of your advisor's team, helping you create and preserve your wealth. Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has acquired the Chartered Life Underwriter designation.
Working closely with your advisor, Thomas 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.
Thomas can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance to your wishes. To help you receive high quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada's top-ranked insurance providers.
Catherine P.Z Nicholls, Will and 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 Dominion Securities.She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.
Phil Boglevsky, Financial Planning Consultant
Prior to joining RBC Dominion Securities, Phil held a role with an investment firm where he focused on investment policy statement preparation and financial planning. His experience includes incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies.
Phils academic and professional qualifications include an Economics Degree from the University of Western Ontario, and Diplomas in Finance and Insurance from Fanshawe College in London, Ontario. Phil is a Certified Financial Planner, Certified International Wealth Manager, Fellow of the Canadian Securities Institute, and holds Financial Management Advisor and Canadian Investment Manager designations. Phil is currently pursuing the Trust and Estate Practitioner designation.