“Helping our clients achieve peace of mind using proven and disciplined investment strategies.”
- The Ron Harper Wealth Management Group

Ron Harper, CIM, FCSI

Vice President and Investment Advisor

250-549-4085 | Email me
250-545-4139
1-800-663-6439

Born and raised in Manitoba, Ron moved west initially posted with the RCMP in Alberta for over 5 years. With a major career change on the horizon, Ron and his family relocated to the beautiful Okanagan Valley. After completing the Canadian Securities Course with honours, Ron joined RBC Dominion Securities in January 1985. He has also completed his Canadian Investment Management (CIM) designation and was awarded his Fellowship of the Canadian Securities Institute (FCSI) by the Board of Governors of the Institute.


In 1989, upon the merger of Dominion Securities and Pemberton Securities, Ron was appointed Branch Manager and later as a Vice President of RBC Dominion Securities. This year, Ron celebrates 32 years with RBC DS.


Ron takes a personal approach to his business, based on trust and integrity. He believes all long-term business relationships should be built on trust. With an excellent team of professionals at his side, the team puts together comprehensive financial and estate plans that focus solely on the client's needs and objectives. The team strives to give excellent customer service and works hard to earn the clients trust and respect.
Married with 3 daughters and 2 grandsons, Ron enjoys the Okanagan lifestyle by golfing, snowboarding and flying in his spare time.

Kali A. Peebles, CIM

Associate Investment Advisor

250-549-4071 | Email me

Kali found herself starting a career in the financial services industry at the young age of seventeen and over the last fifteen years has amassed extensive industry experience. Since joining RBC Dominion Securities in February 2010, she has had the opportunity to mentor under Ron and her predecessor, Joann, igniting her passion for Investment and Retirement Planning.

Over the years, Kali has successfully completed a wealth of industry-specific courses including the Canadian Securities Course, Conducts and Practices Handbook Course, the Investment Advisor Training Program, Wealth Management Essentials Course, Advanced Investment Strategies, Portfolio Management Techniques and Financial Planning Supplement. She holds a Certificate in Advanced Investment Advice and has achieved her Chartered Investment Manager (CIM®) designation. Kali is now preparing to write the Applied Financial Planning Certification exams to obtain her Personal Financial Planner (PFP®) designation.

Kali's primary role is to work closely with Ron and our clients, focusing on all financial, investment and estate planning needs as well as analyzing and monitoring client portfolios and managing the day-to-day operations of the team. She enjoys sharing the full wealth planning experience with clients; taking the time to understand their personal values, goals and specific needs to create a personalized retirement plan. Once a plan is in place, Kali continues to work alongside our clients to help them achieve their long term financial goals, plan and enjoy a successful retirement and leave a lasting legacy.

Growing up in Vernon instilled a deep love for the sun, sand and surf. She and her husband Jeff enjoy international travel, stand-up paddle boarding, beach volleyball, golfing and hiking the local mountains with their black standard Goldendoodle pup, Rollie.

David Spencer

Associate Investment Advisor

250-549-4061 | Email me

David joined RBC Dominion Securities in July 2015. After fifteen years in the luxury hospitality industry in Whistler, BC he decided it was time for change and put his long time love for investing to work.David has successfully completed the Canadian Securities Course with Honours, Conduct and Practices Handbook Course and the Wealth Management Essentials Course through the Canadian Securities Institute along with the Investment Advisor Training Program. 

David's primary focus is on retirement and estate planning for our clients, analyzing and monitoring client portfolios as well as managing the day-to-day internal account administration. David also plays a role in the portfolio review process for our clients and works closely with the teamto ensure our client's needs and objectives are being met.

Raised in Vernon, David is happy to be living back in his hometown with his beautiful wife, Laura. Together, they are both passionate about the outdoor lifestyle. Some of their favorite activities include snowboarding, mountain biking, kayaking and hiking.

Elisha Olson

Administrative Assistant

250-549-4085 | Email me

Elisha joined RBC Dominion Securities in August 2013 with a wealth of administration and customer service experience. She is a dedicated and driven individual whose main focus is to maintain a superior level of customer service and provide exceptional administrative support for the team and our clients. Elisha is currently studying to complete the Canadian Securities Course to expand her knowledge of the industry and further her career in the financial services industry.

Together with her husband, Matt, they enjoy the little moments in life with their children, Wyatt & Evyn. Family time for them consists of watching baseball, the Blue Jays specifically, adventuring outdoors or just being together.

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.

 

Stephen Miziolek

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.