Wealth management professionals
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.
Cathy 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. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Josh works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this 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
Kara enjoys working with clients by providing retirement solutions product and technical expertise, education and guidance surrounding annuity features, suitability, and pricing. Kara has been in the financial services industry since 2007 and joined RBC Wealth Management in 2017. She covers the East Division as the Divisional Annuity Consultant and currently holds her Series 6 and 63, MN Life & Health, and the Chartered Financial Consultant (ChFC®).
Steven specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Steven works with RBC Wealth Management financial advisors to develop strategies and solutions for tax-efficient wealth protection and transfer objectives. He also reviews and evaluates client’s existing insurance solutions to determine appropriateness considering changes a client has realized or contemplating in their financial life cycle.