Hyperion Wealth Group
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
Peter spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Peter works diligently to address clients’ unique situations.
Echelon Wealth Strategist
As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.
Multi-Asset Portfolio Strategist
As a multi-asset portfolio strategist, Michael creates and maintains the suite of multi-asset portfolios. Michael collaborates with U.S. Investment Committee members in the development and management of the RBC Portfolio Blueprint.
As a trust consultant, Tom 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.
Corporate and Executive Services
As member of RBC Corporate and Executive Services, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.
Corporate & Executive Services
As member of RBC Corporate and Executive Services, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.
Senior Portfolio Advisor
Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.
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