Wealth Management Specialists:
Will & 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.
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 & Gas industry Brad then entered the Financial Services industry 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, instrument, 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 our team in preparing and presenting comprehensive financial plans.
Matthew Leggett, CFP, CLU, RHU
Estate Planning Specialist
Matthew J. Leggett, CFP, CLU, RHU is a valuable member of the Sterling Land Wealth Advisory Group, helping to create and preserve wealth.
Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. For more complicated situations, Matt will partner with other professional advisors in the development of appropriate solutions.
Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. He can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes. To help in this endeavour, Matt has access to insurance solutions from the top-ranked insurance providers in Canada.
Matt began his career in the financial services industry in 1995 and is an expert in his field. Matt graduated from Bishop's University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Registered Health Underwriter designations.