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 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.
Director of Wealth Strategies
Bill works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Dean Deutz, CFP®
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.
Wealth Planning Consultant
Robert 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. Robert's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Vice President - Wealth Strategist
Melissa focuses on wealth transfer planning, including trust and estate, business succession, charitable and stock-option planning. She works with clients’ attorneys, accountants and other professionals to implement strategies that meet clients’ financial objectives. With a legal background, Melissa has in-depth knowledge of tax law that she draws upon during the wealth planning process.
Elizabeth L. Johnston
Wealth Planning Associate
Elizabeth is committed to helping financial advisors and their clients pursue the goals that matter most to them. She develops strategies that are customized to fit clients’ personal circumstances and unique feelings or attitudes toward planning and investing. She focuses on delivering a customized, in-depth WealthPlan.
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
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Vice President – Senior Banking Advisor
Monica works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Monica’s in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.
Vice President - Senior Banking Advisor
Marcus works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Marcus' in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.