Wealth Management Professionals
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.
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.
Dean partners with advisors and their ultra-high-net-worth clients to understand what is important to them and develop appropriate strategies that address the client’s objectives and concerns. As a subject matter expert resource, areas of focus on complex wealth topics often include complex planning strategies for corporate executives, trust and estate planning, concentrated stock, business succession planning, and philanthropic planning. Dean also coordinates RBC solutions and external professional services tailored to RBC Echelon client needs.
Courtney provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Courtney also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Corporate and Executive Services guides corporations and their executives through regulatory complexities while delivering an array of sophisticated investment options to help companies feel confident about your financial responsibilities. We offer an extensive range of products while leveraging the full breadth of the RBC platform including investment banking, equity compensation administration, affiliated trading programs, restricted stock transactions and more. Through individualized consulting with experienced specialists, we can customize solutions for your unique needs.