Dr. Terry Curran

Investment Advisor

250-549-4083 | Email me
1-800-663-6439

Dr. Curran first worked as an Associate Professor at Memorial University before moving with his wife to the Okanagan in 1993.  In the Okanagan, he built a very successful Neurology Movement Disorder practice.  Upon becoming an Investment Advisor in 2002 Dr. Curran gradually transitioned from the medical profession, but still continues as a clinical instructor at UBC Dept of Medicine teaching second year medical students.  

Dr. Curran obtained the Canadian Investment Manager (CIM) designation, and is an Associate Portfolio Manager with Dominion Securities after acquiring his Portfolio Management license.  As an Associate Portfolio Manager Dr. Curran is able to participate in the RBC Dominion Securities Private Investment Management (PIM) program.  The PIM program offers the highest standards of investing in the business, allowing Dr. Curran to implement discretionary investment management for portfolios, which is designed for ease of portfolio implementation and is an excellent fit for busy high net worth doctors and dentists.

His wife Louise is a Speech Language Therapist and they have 2 teenagers, Liam and Ailish.  They all enjoy sports such as skiing, hockey, soccer, biking, and water sports.

To view Dr. Curran's CV click here

Val Rybka

Associate

250-549-4077 | Email me

Val has worked for RBC Dominion Securities for 8 years and has been in the industry since 1997. She started her career in accounting, then moved over to banking, and finally wealth management. She is a fully licenced associate who joined the team October 2013.

Val is dedicated to delivering the highest level of client service. She handles all the paperwork for new accounts, as well as any documentation inquiries. She enjoys assisting clients with all account inquiries that they may have.

Val has lived in the Okanagan most of her adult life so it is home sweet home to her. Some of her liesure activities include hiking and golfing with her husband and friends.

Meet Our Extended Team of Professionals
 
Brad Boback, CA, CFP
Financial Planning Consultant

RBC Wealth Management Services

 

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 and Gas industry Brad then entered the Financial Services industry and 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, investment, retirement planning and estate planning needs. He brings extensive knowledge and expertise to our team as a Financial Planning Consultant.

Brads role is to work with, and support your Investment Advisor in preparing and presenting comprehensive financial plans.

Comprehensive Financial Planning

In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Brad Boback. RBC Dominion Securities comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.

To schedule a meeting with Brad Boback, please contact your Investment Advisor.

Nicole Todosichuk, B.Comm., LL.B., TEP
Will & Estate Consultant
RBC Wealth Management Services
 
Nicole received her Bachelor of Commerce Degree (Deans 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. Nicoles 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. Nicoles significant practical experience in estate planning allows her to offer valuable guidance in the development of your estate plan.

Complimentary Will & Estate Planning Consultation

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Nicole, a Will & Estate Consultant.

Nicole works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Nicole will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Nicole Todosichuk, please contact your advisor.

Sean Murray, MBA,CMA,CPA,TEP
Estate Planning Specialist
 
Sean is an experienced insurance and estate planning professional. Prior to entering the life insurance industry Sean was a senior manager in the tax group of a national accounting firm. His experience includes personal and corporate tax, estate and succession planning, and corporate reorganizations. Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario.

As an Estate Planning Specialist, Sean brings over 10 years of insurance industry expertise. Seans responsibilities include identifying and recommending advanced insurance-based tax and estate planning strategies to meet clients wealth management objectives; he works closely with you and your professional advisors in developing and implementing these strategies.

Sean is a member of the Certified Management Accountants of British Columbia, the American Institute of Certified Public Accountants, the Society of Trust and Estate Practitioners, and the Canadian Tax Foundation. Away from the office, Sean and his wife Jacqui enjoy travelling and seeking out new destinations to explore.

Comprehensive Insurance Planning

Working closely with your advisor, Sean 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.

Sean 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 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, Sean evaluates various insurance offerings from Canadas top-ranked insurance providers.

To schedule a complimentary meeting with Sean Murray, please contact your advisor.