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 Banker
In the wealth management banker role, Jordan 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.
As a trust consultant, Aaron 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.
Internal Wealth Strategist
As an Internal Wealth Strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994
Vice President - Senior Banking Advisor
Susan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Susan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.