Our Extended Team
Richard Todd
Insurance Specialist
Richard Todd is a valuable member of your IA’s team, helping you create and preserve your wealth.
Richard 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, Richard will partner with your other professional advisors in the development of appropriate solutions.
Richard can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Richard has access to insurance solutions from the top-ranked insurance providers in Canada.
Richard began his career in the insurance industry in 1979 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.
Thomas Seah
Insurance Specialist
Thomas Seah is a valuable member of your IA’s team, helping you create and preserve your wealth.
Thomas 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, Thomas will partner with your other professional advisors in the development of appropriate solutions.
Thomas can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Thomas has access to insurance solutions from the top-ranked insurance providers in Canada.
Thomas began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Chartered Life Underwriter designation.
Rebecca Henri, CFP
Financial Planner
Rebecca brings over ten years of financial services experience to her role as Financial Planner with RBC Dominion Securities.
Rebecca’s skills and confidence provide peace of mind to those individuals and families she meets with. Helping clients to accumulate and grow assets, protect wealth, convert wealth to income, or transfer wealth to heirs and create legacies, Rebecca will address whatever need you have regarding your financial future. Her caring attitude and understanding of how your personal life circumstances impact your financial health makes receiving your financial plan highly relevant and valuable.
Rebecca has a strong belief in continuing education and has obtained her Certified Financial Planner (CFP) designation, completed the Personal Financial Planner program and Canadian Securities Course, and is also licensed as an insurance agent with the Financial Services Commission of Ontario. She graduated from Trent University with an honours degree and keeps herself up-to-date on industry trends and legislative changes through various professional programs of study on an ongoing basis. Rebecca has also been teaching Retirement and Estate Planning at George Brown College in Toronto.
Introducing Catherine Nicholls, LL.M., TEP
Will & Estate Consultant
Wealth Management Services
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.
