Peter S. Mortimer - Wealth management approach

Wealth management approach

Our Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. Our process includes:

• Understanding your financial objectives - The foundation to developing an effective plan that is appropriate for you and your family begins with listening to and understanding your goals and financial objectives.

• Evaluating your current financial information - We take care to gather and discuss important information that allows us to best understand your current and future desires.

• Developing a strategy unique to your personal situation - Our decades of investment experience, using durable investment disciplines, lead us to the conclusion that reliable, time-tested strategies should be the cornerstone of our investment recommendations and portfolio management.

• Providing timely, ongoing service - We actively monitor and review your progress to help ensure your financial goals and objectives are being met.

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.

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.

Bill Ringham

Director of Wealth Strategies

Bill 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, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.