Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Wealth Management Consultant
Judi provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Judi also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Cyndy 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. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Wealth Planning Consultant
Greg 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. Greg's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
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.
Jordan Perschel works with financial advisors to establish a holistic wealth management practice that manages both sides of the balance sheet by focusing on clients’ liquidity needs in the short-term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.
Divisional Retirement Plan Consultant
As part of her responsibilities, Megan does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
Divisional Annuity Consultant
As part of his responsibilities, Michael assists RBC Wealth Management financial advisors uncover opportunities to use annuities with their clients. Michael provides consultation on current annuity contracts that clients are holding either through RBC or other firms, and also gives product recommendations based on clients’ goals and objectives. He assists financial advisors in analyzing clients’ risk tolerance and investment/income goals, and choosing appropriate annuity products and strategies to best align with client goals.
Wealth Planning Associate
Roger specializes in engaging clients in comprehensive financial planning and asset management. His overall goal is to enhance and support client-advisor relationships as well as offer advice on using insurance solutions to protect and transfer wealth tax-efficiently.