Extended Team

Rhonda Blanch
Estate Planning Specialist

Rhonda Blanch is a valuable member of our team, helping to create and preserve your wealth.

Rhonda employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Rhonda will partner with your other professional advisors in the development of appropriate solutions.

She can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. She can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Rhonda has access to insurance solutions from the top-ranked insurance providers in Canada.

Rhonda began her career in the insurance industry in 2001 and is an expert in her field. She is pursuing several professional financial services designations.

Should you wish to schedule a meeting with Rhonda Blanch, please contact us.

Catherine P.Z. Nicholls, LL.M., TEP
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. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, will and estate planning and estate administration. Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on will and estate planning with RBC Dominion Securities. She is a member of the Society of Trust and Estate Practitioners (STEP) the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.

Complimentary Will and Estate Planning Consultation
In appreciation of your valued business relationship with us, we at RBC Dominion Securities are pleased to offer you a complimentary Will and Estate Planning Review with Catherine P.Z. Nicholls, our Will & Estate Consultant. Catherine closely with your lawyer and tax accountant to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your own specialists.

Should you wish to schedule a meeting with Catherine P.Z. Nicholls, please contact us.

DANIEL UGOLINI, CA, F.Pl.

Financial Planning Specialist

Daniel is a Chartered Accountant (CA) and Financial Planner (F.Pl.). He completed his Bachelor of Commerce and a Graduate Degree in Accountancy at Concordia University in Montreal. He received his Certified General Accountant (CGA) diploma in 1994, and his Chartered Accountant designation in 1996. In 2004 he received his Financial Planning diploma and designation from the Institut Québecois de Planification Financière (IQPF).

Daniel has extensive experience from both public practice and the financial services industry. His experience includes 12 years as an accountant with several public accounting firms, where he also advised clients on personal and corporate taxation. Prior to joining RBC in 2006, Daniel spent 6 years as a financial planner with other financial services firms.

Daniel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

Comprehensive financial planning

In appreciation of your valued business relationship with us, your advisor is pleased to offer you comprehensive financial planning with Daniel Ugolini. RBC’s comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or 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 Daniel Ugolini, please contact your advisor.