About our team

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Malia serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Malia partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

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.

In the wealth management banker role, John acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Michael is a high-net-worth lending specialist and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

As member of RBC Corporate and Executive Services, Jeff offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Susan is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. She works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.