Professional colleagues

Building a trusting relationship with other professionals can be critical in the process of providing sound advice. We pride ourselves on collaborating with other tax and legal professionals with the common goal being the financial success of your clients. Click here to view our video.

We have found that proactive collaboration with a team of internal and external experts leads to innovative solutions. As such, we coordinate a team of multi-disciplinary experts global network to create your extended wealth management team.

This team consists of the talented individuals as described below, many of whom hold professional designations in law, accounting and financial management. We can also introduce you to other advisors and specialists, should their professional services be required.

The benefits of our proactive team approach include:

Your team will work together to proactively identify opportunities and deliver customized strategies and solutions for your more complex financial situations.

  • Taking a multi-disciplinary approach to analyzing the 13 wealth management issues your family is facing.
  • Leveraging the competence and experience of each team member.
  • Generating and sharing innovative ideas to accomplish your goals.
  • Integrating solutions to reflect RBC Wealth Management’s best strategic thinking.

Aaron Gallardo

Trust Consultant

Bruce Crepea

Wealth Planning Consultant

Liz Jacovino, CFP®, CTFA

Wealth Strategist

Brian Tavano

Wealth Management Consultant

Mike Berens

Wealth Management Consultant

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