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.

Griffin Geisler

Wealth Strategist

Antoine Burrell

Trust Consultant

Roman Lefranc

Investment Banking Solutions

Vivian Frederick

Internal Wealth Strategist

2026 virtual call schedule

Contact us  to register & for more information.

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Women and Wealth with Amy Stern and Vivian Frederick

Thursday, September 17, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Dedicated to earning your trust

Value statement

At RBC Wealth Management, we aim to understand our clients "why". We focus on your needs and objectives in order to provide proactive wealth management specifically tailored to you. This helps guide you to your desired outcomes. Combining RBC's deep resources with our teams 20+ years of experience, we provide the flexibility and reliability you can lean upon to keep you on track.

Small town standards of service with the resources of a global financial leader

While the landscape may differ from location to location, the people I serve share many similarities. They are family-oriented and civic-minded. They work hard and are careful with the wealth they have accumulated. They are down-to-earth and insist on honest, straightforward business relationships and recommendations. They go the extra mile to do a job right — and expect their financial advisors to do the same for them.

We share these values with our clients. We view it as our job to help your family accomplish their financial goals, so they can focus on growing more than wealth. Perhaps these are reasons why our clients choose us over other financial advisors.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

Read more in Global Insight Monthly

Meet the team

Learn more about the Tripp-Ubanoski Investment Group.

Let's start the conversation

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Latest Insights

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Sector ETFs vs. benchmark indexes: How RIC rules shape your investments

Aug 14, 2026 | Matt Heerey, CIMA®

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

Categories: Analysis

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Senior women with tea on outdoor terrace

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

Aug 11, 2026 | Angie O'Leary Head of Wealth Strategies and Solutions RBC Wealth Management–U.S.

Women are redefining financial freedom and aligning wealth with values—without sacrificing returns. Financial plans must evolve with them.

Categories: Analysis

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Anchor

The earnings anchor

Aug 10, 2026 | Kelly Bogdanova

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

Categories: Analysis

Read more