Brookhills Investment Group - How we work with you

Our Core Beliefs to Help You Manage Your Financial Affairs:

If you aspire to have a “Sleep Well Portfolio” you must aggressively manage the downside risk and the upside will take care of itself.
We help clients develop wealth management plans to live life to the fullest and to protect a family from financial dysfunction in the final days of life.
Without an ongoing process to manage wealth, chaos is often the result.
In uncertain times it takes courage to stick to your investment discipline. Courage of conviction is an important ingredient to avoid panic and the costly decisions that result.

How We Work With You

We have found there are generally three broad types of relationships we have with clients.

Delegator – “You manage it for me”: Like the owner of a professional football team you don’t have time to manage the team’s business and the day to day operations of players at the same time. Solution: You hire coaches. Since what you do in life is more important to you than the day to day management of your serious money, you hire a team of financial coaches to come up with the game plan, implement the plan and make tactical changes as the game of life changes to realize your goals and dreams.
Planner and Seeker – “Let's collaborate”: Like a business looking to merge with another business, you want to find a good partner. You have a good understanding of the markets and devise your own investment ideas. In turn, you want a 49% partner to bring ideas to your attention as well and then make your own decision.
Savvy Skeptic – “I can manage it”: You are someone who aspires to manage your own assets based on your own research and does not want the help of a professional. However, we have found many clients who may have handled their own affairs for many years come to a crossroads in life. For example, they may experience the loss of a loved one, the fear of not having someone to help a surviving spouse or child, or a desire to have more time to pursue another one of life’s conquests.

What type of relationship do you prefer?

Perhaps, you fit somewhere in between these general categories?

Email brookhillsinvestmentgroup@rbc.com or call us at 1-866-463-1022 for a consultation to discuss the relationship you would like to establish with us.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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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.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Liz serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Brian Tavano

Wealth Management Consultant

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Brian works diligently to address clients’ unique situations.

Bruce Crepea

Wealth Strategist

Bruce serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.