Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Wealth Management Consultant
Peter provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Peter also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Wealth Planning Consultant
Rich helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Rich's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Credit Solutions Consultant
Scott is a lending consultant from Supernova Lending, LLC. Prior to his time at Supernova, he was a senior managing associate at investment management and research firm AllianceBernstein. Over his two and a half years there, he supported a team of financial advisors with an emphasis on business development and analysis. Outside of work, Scott volunteers at Chicago-based Horizons for Youth as a big sibling mentor and as the President of the Young Professionals Board. Scott has a degree in finance from the University of Notre Dame.
Lead, Trust Consultant
David 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. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Paul specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Paul 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 is contemplating in their financial life cycle.
Divisional Retirement Consultant
Scott does extensive research into retirement plan providers. He also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. He is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.