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.
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.
Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.
Tom 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.
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
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