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.
Wealth Management Consultant
Alex provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Alex also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Wealth Planning Consultant
Griffin helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Griffin's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Tom specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
John works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
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Vice President - Senior Banking Advisor
Ryan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Ryan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.