Approach to wealth management

Wealth management is more than just managing investments; it includes developing a plan that addresses a lifetime of accumulation, income strategies, and multi-generational wealth transfer. Drawing upon the vast resources of a global leader in diversified financial services — the Royal Bank of Canada — I customize solutions to meet your individual and family goals. Recommendations are most often implemented in a fee-based environment that aligns the objectives of both client and advisor.

Wealth management competencies

  • Investment portfolio management
  • Creative retirement income solutions
  • Education funding
  • Life & long term care insurance
  • Estate planning & Trust services
  • Qualified plan & IRA distribution strategies
  • Liquidity & credit solutions

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.

Aaron Gallardo

Trust Consultant

Cathy Walker

Trust Consultant

Bruce Crepea

Wealth Planning Consultant

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Mike Berens

Wealth Management Consultant