Wealth Management Professionals
Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Private Wealth Consultant
Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.
Tom specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Senior Vice President, Director of Portfolio Advisory Group
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
Wealth Management Consultant
Sean provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Sean also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Divisional Retirement Plan Consultant
Stacia does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
Wealth Planning Consultant
David helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. David's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.