As a member of the Managed Portfolio Strategies Team, Brad serves as the primary source of advice on mutual funds, exchange-traded funds and managed accounts. The team provides customized advisory support via investment strategy, product selection and portfolio construction, as well as contributing to the management of discretionary model portfolios.

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

As an alternative investments’ consultant, Michael is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Michael partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients. 

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.