Will & 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.
As a Will & Estate Consultant with RBC Dominion Securities, Catherine works closely with Rich to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting with Catherine, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your lawyer or accountant.
Financial Planning Consultant
Helen brings more than 40 years of experience in the investment industry to her role. She possesses the Certified Financial Planner (CFP) designation, which is internationally recognized as the standard for excellence in financial planning.
Trust , confidentiality and integrity are cornerstones of Helen's commitment to every client, and she will work closely with you to ensure that you receive an all-inclusive approach to wealth management. Whether you are saving for retirement or want to leave a lasting legacy for your family, comprehensive financial planning with an expert like Helen can help you reach all of your goals.
Vice President & Estate Planning Specialist
Thomas began his career in the insurance industry in 1984 and is a specialist in his field. He has aquired the Chartered Life Underwriter designation.
Working closely with Rich, Thomas employs comprehensive and creative tax-exempt insurance strategies to assess your needs and help you reach your wealth management goals. For particularly intricate situations, he works with your other professional advisors to develop the most appropriate solutions for you.
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 with your wishes. To help you receive high-quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada's top-ranked insurance providers.