Meet Our Extended Team of Specialists
Brad Coutts, CA
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.
Prior to joining RBC, Brad was a manager at one of the big-four public accounting firms where he had a broad range of tax planning and compliance experience, including mergers and acquisitions. Brad specialized in tax planning and compliance for private corporate groups, smaller owner-managed entities and high net worth individuals.
As a Financial Planning Specialist, Brad's role is to work with and support our team in preparing and presenting comprehensive Compass Financial Plans.
Brad Boback, CA, CFP
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.
Nicole Todosichuk, B. Comm, LL.B., TEP
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 Wealth Management, Nicole practiced 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 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.
Estate Planning Specialist
Stephen has practiced in the financial services industry since 1982 and is a Chartered Life Underwriter (CLU). Prior to joining RBC, he held various client advisory and senior management roles. Working closely with your advisor, Stephen 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.
Stephen can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Stephen evaluates various insurance offerings from Canada’s top-ranked insurance providers.