The Kroneberger Group - RBC Wealth Management

The Kroneberger Group serves as their clients’ central figure to strategically manage the four key areas of financial wealth: accumulation, protection, conversion and ultimately, wealth transfer. Each member of our team is extremely skilled in generating wealth, preserving capital, liability management, creating lifetime income streams and tax-efficient transfer of assets.

Our process

We have a disciplined wealth management planning and investment process that is designed to optimize returns while minimizing risks and work closely with our clients’ legal and tax advisors to effectively implement a holistic approach to wealth management. Our process includes:

Understanding your financial objectives – We begin by listening to understand you and your financial objectives.
Gathering your current financial information – Together, we gather specific information on your financial picture.
Developing smart, time-tested strategies – Next, we analyze your financial and personal information to match your objectives with sound strategies.
Implementing thoughtful and creative solutions – We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing timely, ongoing service – We regularly review your situation to help ensure your financial objectives are being met.

Educating future generations

To many of our clients, knowing their legacy will carry on through their children and grandchildren is just as important as meeting their current financial goals. Our team often works with the children and grandchildren of our affluent clients to impart the knowledge necessary for responsible management and stewardship of inherited wealth. Contact us today to learn more about important financial conversations for young adults and to discuss how we can help you create a lasting legacy.

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.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy 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.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh 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.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

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.

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Kevin Battle

Vice President – Senior Banking Advisor

Kevin is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Kevin’s in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.