Collin A. Meyer - Wealth management approach

Wealth management approach

Using the extensive resources of RBC Wealth Management and their parent company Royal Bank of Canada (RBC), I work with you to develop strategies and recommend solutions to meet your goals. I combine sophisticated investment planning tools and a wide array of investment options to help match your objectives with customized solutions. Your personalized plan can be updated as life changes occur. My process includes:

Understanding Your Financial Objectives — I begin by listening to understand you and your financial objectives.
Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
Develop Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions —I develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Outgoing Service — I regularly review your situation to help ensure your financial objectives are being met.

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.

Sean Gray

Wealth Management Consultant

Sean spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Sean works diligently to address clients’ unique situations.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert 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. Robert 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.