Nicole Todosichuk, B.Comm., LL.B, TEP
Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
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. Nicole’s significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.
Brett Henderson, B.Comm., CFP, CLU
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
People need really good people. Without the correct expertise to help guide us, things can easily fall through the cracks. Growing up in a family business, Brett has first-hand knowledge of the highs of success and the lows resulting from poor estate and succession planning. It was this experience that guided him to the financial industry and why he is driven to help others achieve their goals.
Brett recognizes each person and situation is unique as is his process to gather information, identify wealth goals and recommend tax efficient insurance based solutions. Whether implementing financial protection against premature death and illness or ensuring your hard work and wealth are transferred to the next generation, Brett creates a plan focused on your needs.
Raised in Winnipeg, Brett moved to the beautiful Okanagan in 2015 where he lives with his wife and 3 daughters. While always up to play a round of golf his passion, long distance running, keeps him on the lookout for his next marathon.
As a Private Banker with RBC Wealth Management, Private Banking, Paul Wourms provides comprehensive wealth management and financing strategies to high net-worth business owners, executives, professionals and their families.
Based in Kelowna, Paul works with a select number of clients in the B.C. Interior to address heir often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long term goals.
Paul offers an extensive background in client relationship to his role as Private Banker. He draws on more than 15 years of experience within RBC, consisting of a wide range of roles in Retail Banking, Commercial Financial Services, and Corporate Client Group.
Paul was born and raised in Kamloops B.C., and is a graduate of Thompson Rivers University with a BBA majoring in finance. In university, Paul was a member of the baseball team, and was drafted by the Los Angeles Dodgers in 2005. While no longer active in baseball, he does look for opportunities to volunteer his time with youth sports, and he remains an avid sports fan. Away from the office, Paul spends much of his time with his family, and enjoys many of the outdoor activities that the B.C. Interior is famous for.
As a Premier Banking Advisor, Lisa Johnson provides personal service and tailored advice to help our Wealth Management clients save time and effectively manage their day-to-day banking needs.
Working as a single point of contact, Lisa collaborates with specialists from across RBC to provide a complete range of complementary services to support the individual goals of our Wealth Management clients in the Kamloops, Prince George and Whitehorse area. Lisa draws on over 20 years of experience in Financial Services, where she has had the opportunity to foster long-term relationships with high net worth clients.
She focuses on delivering an exceptional advice experience, working directly with our Wealth Management partners.
Away from the office, Lisa enjoys being outdoors, hiking and mountain biking in the summer, and skiing in the winter with friends and family.