Ferebee Wealth Management Team of RBC Dominion Securities
 

 

Natalie Ferebee, FMA

Investment and Wealth Advisor

250-770-1203 | Email me

Natalie brings 20+ years of experience to Ferebee Wealth Management and her clients benefit from her ongoing professional development and comprehensive expertise in wealth management and financial planning. Natalie is passionate about helping investors achieve their goals and will work with you to develop a plan tailored to meet your individual needs and objectives.  Natalie has her Financial Management Advisor designation(FMA) for any complex financial planning issues you may have and is also a life-licensed agent which qualifies her to advise her clients on estate-planning strategies and tax-deferral through the use of life insurance.  . Natalie and her husband Jon enjoy camping and being outdoors in the Okanagan. Natalie is an active member of the Penticton Rotary club.

Stephanie Frey

Associate Advisor

250-770-1204 | Email me

Stephanie worked at the Royal Bank for 5 years before joining Natalie's team in 2012. Stephanie has her full Securities and Wealth Management License. Stephanie’s thorough and efficient approach to client care is an integral part of our business and plays a key role in client service. Stephanie also prepares capital gains loss reports, estate evaluations and liaises with client’s tax advisors to provide them with pertinent information on a timely basis. Stephanie is very active in the community and spends most of her free time coaching and mentoring young athletes.

Ruby Emms

Associate

250-770-1201 | Email me

Ruby Emms has been with RBC Dominion Securities since 2011.  Originally from the lower mainland, Ruby and her husband relocated to Okanagan Falls and Ruby joined our team in 2016.
Ruby is dedicated to delivering the highest level of service to our clients.  Ruby answers your incoming calls and will contact you to book meetings and help you with your administrative needs. Ruby’s specialty is client service. 

Ruby and her husband, David live in Okanagan Falls and enjoy relaxing at the beach.  Ruby’s true passion is her family and enjoys spending precious times together.

Lise Maurier

Associate Advisor

250-770-1204 | Email me

Lise started in the Investment industry in 1992 and brings over 20 years of experience to the team. In addition to being fully securities licensed Lise has completed Canadian Investment Management Designation. Lise provides a variety of administrative support services on a part-time basis. Lise is married and lives just outside of Penticton with her husband Laurent. In her spare time she enjoys camping, fishing and spending time with friends and family. Lise enjoys running and playing baseball.

Gord Sandberg

Insurance Specialist

Gord began his career in the insurance industry in 1982 and is a specialist in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.

Working closely with your Investment Advisor, Gord 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.

Gord 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 with your wishes. To help you receive high-quality, cost-effective insurance solutions, Gord evaluates various insurance offerings from Canada’s top-ranked insurance providers.

Brad Boback

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).

Prior to joining RBC Dominion Securities, Brad worked with various national Wealth Management firms as an Investment Advisor and Financial Planner. His experience includes providing financial planning services to high-net-worth clients, and assisting with their taxation, investment, retirement planning and estate planning needs. He brings extensive knowledge and expertise to our team as a Financial Planning Consultant.

Brad’s role is to work with, and support your Investment Advisor in preparing and presenting comprehensive financial plans.

Nicole Todosichuk

Will and Estate Consultant

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 has also 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. Nicole’s 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. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.

Catharine Turner

Senior Trust Advisor

As a Senior Trust Advisor, Catharine Turner serves clients throughout British Columbia in the Vancouver office. Catharine is well known within the Estate and Trust industry in the British Columbia region. She has held many client facing roles focused on business development as well as servicing complex accounts of domestic and international high net worth families during her roles as an Estate and Trust Advisor, Senior Advisor and Private Banker.

A graduate of the University of British Columbia, Catharine has continued to deepen her knowledge and expertise with key industry designations such as the Chartered Financial Planner (CFP), Financial Management Advisor (FMA) and Trust and Estate Practitioner (TEP) designations.

Catharine works with individuals, families, and businesses providing customized estate, trust and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Catharine can help.

With more than 25 years of industry experience, Catharine brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Catharine understands that no two clients are the same and so together with her RBC Estate & Trust Services partners she can find the solution that’s right for you.