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.
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.
Wealth Planning Associate
As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.
Wealth Management Banker
In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.
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