Wealth management approach

I work with you, utilizing RBC Wealth Management’s internal experts, to develop strategies and recommend personalized solutions designed to help you accumulate, protect, and transfer your wealth. The approach is flexible and accommodates your unique situation.

  • Understanding Your Financial Objectives — We begin by asking questions to understand more about you and your financial objectives.
  • Developing Strategies — Next, we analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
  • Implementing Solutions — Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.

Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions:

  • Investment strategies
  • Retirement planning
  • Estate planning
  • Charitable planning strategies
  • Account management services

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.

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Aaron Gallardo

Trust Consultant


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Bruce Crepea

Wealth Planning Consultant


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Christine Gehring

Wealth Planning Consultant


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Mike Berens

Wealth Management Consultant


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Cathy Walker

Trust Consultant