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.
Corporate and Executive Services
As member of RBC Corporate and Executive Services, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.
Corporate & Executive Services
As member of RBC Corporate and Executive Services, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.
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.
High-Net-Worth Lending Consultant
Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.
Melissa 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, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Internal Wealth Strategist
As an Internal Wealth Strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.