About our team

We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Patrick Farley

Patrick Farley, CIMA®, CPFA®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

415-445-8484
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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.

Jill McEntee

Wealth Management Consultant


Melissa Winn

Wealth Strategist


Jen Maneatis

Wealth Strategist


Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Jordan Perschel

Wealth Management Banker


Jennifer Linder

Internal Wealth Strategist


Michelle Gilly

Insurance and Annuity Consultant


Let's start the conversation

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Disclosures

These services and information are provided by Royal Bank of Canada and its affiliates, including RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada. Services provided by affiliates are subject to their terms and conditions, including credit approval.  Credit specialists are employees of Royal Bank of Canada.  RBC Wealth Management and/or your Financial Advisor may receive compensation in connection with offering or referring these services.  Trust Services are provided by third parties.  Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee.  RBC Wealth Management does not provide tax or legal advice.  All decisions regarding the tax or legal implications of you investments should be made in consultation with your independent tax or legal advisor.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.