Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Courtney Duphorne
Wealth Management Consultant
Robert Stern
Wealth Planning Consultant
Tom Nagle
Trust Consultant
Michael Clark
Insurance and Annuity Consultant
Megan Mayer
Divisional Retirement Plan Consultant
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
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Linda Scott
Vice President – Senior Banking Advisor