Arne Perrin (BComm. (Hons), CFP), our Estate Planning Specialist, can help you create and preserve your wealth. Arne provides solutions to various wealth management issues using insurance products. Strategies include:

  • Personal and corporate solutions to reduce the impact of taxation today and at death.
  • Ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes.

Arne was raised in Northwest British Columbia (Terrace) where he developed a passion for nature and especially sport fishing. He is married with three children.To schedule a meeting with Arne, please contact Mark.

Nicole Todosichuk is our Will & Estate Consultant
 

 

Nicole recieved 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 has completed the Canadian Institute of Chartered Accountants In-depth Tax Course.
 
Prior to joining RBC, Nicole practised law for ten years in downtown Vancouver, first at a national law firm and then at a boutique tax and trust law firm. Nicoles practice focused on the implementation of tax and estate plans, Wills, domestic and offshore trusts, charities and business succession. Nicole is a member of The Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Trusts Section and Charities Section and the Canadian Association of Gift Planners. Nicoles significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
 
To schedule a meeting with Nicole, please contact Mark.

Brad Coutts, is our Financial Planning Specialist

Brad is a Chartered Accountant (CA) and has completed all 3 levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course. He has a Bachelor of Commerce (majoring in Finance and Accounting) from the University of British Columbia and is looking forward to pursuing his Certified Financial Planner (CFP) designation.

Brad's analysis will provide specific recommendations focused on your cash flow, tax strategies, investments, retirement, insurance or estate planning. This personalized report should serve as a roadmap to help you make financial decisions in the future.

To schedule a meeting with Brad, please contact Mark.