Mary Lou Ferguson - RBC Wealth Management - Approach to wealth management

Approach to wealth management

I strongly believe in using a holistic approach to wealth management. Before I craft a plan that addresses a lifetime of wealth accumulation, spending, multigenerational wealth transfer and philanthropic giving, it is important that I fully understand your current financial situation, future goals, personal feelings about the markets, tax situation and family dynamics.

I want you to view me as your primary advisor, and getting there means making sure I am well-informed, so I can ensure that you are well-informed. The fact that I have extensive product knowledge and an intense dedication to helping you get on the right financial course is only part of my job. From time to time, I may invite members of my team into our conversations, including trading analysts, financial and estate planning professionals, pension plan specialists, and insurance and annuity experts. By enlisting their support, I can ensure you have the fullest range of ideas and solutions needed to make the right decisions regarding your hard-earned wealth. My clients and I are in it for the long haul together, and it is my role to keep my clients’ wealth management plan working and for my clients to keep working on their wealth management plans.

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.

Tom Nagle

Trust Consultant

As a trust consultant, Tom 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.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

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.

Approach to wealth management

Let's take the next step together

Client Strategies Team

Tom Nagle

Janet Engels