Wealth management approach

My focus is to help people develop reasonable, achievable financial and estate goals and guide them with easily understood strategies to achieve these goals.
My primary approach is to educate and consult with individuals to develop and refine their personal definition of risk.
The client and I then use that personal definition to help develop investment and estate strategies.
After the strategy is developed, (typically using core asset allocation management) the strategy is regularly reviewed.
The client and I then periodically adjust the strategy to reflect the client’s view of current and projected economic conditions.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

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.

Aleksandra Adamczyk

Credit Solutions Consultant

Aleksandra partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. She provides commendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.

Mike Berens

Wealth Management Consultant

Mike provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Mike also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Cathy Walker

Trust Consultant

Cathy 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. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Gerri Shea

Wealth Management Consultant

Gerri provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Gerri also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Brian Tavano

Wealth Management Consultant

Brian provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Brian also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.