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.
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.
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.
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.
Insurance and 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.
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.
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