Scott A Sangerman - The wealth management professionals group

Private client services for high-net-worth families

RBC Wealth Management extends our client relationships by introducing the Wealth Management Professionals Group. This group provides clients with expertise that ranges from estate planning techniques to asset protection strategies. The Wealth Management Professionals serve as a resource to RBC Wealth Management financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management. Every service we provide and every solution we offer is directed toward helping preserve and enhance our clients' wealth.

Introducing the Wealth Management Professionals

We have found that proactive collaboration with a group of internal and external experts leads to innovative solutions. As such, we coordinate a group of multi-disciplinary experts through our global network to create the Wealth Management Professionals.

This group 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:

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.

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

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.

Dean Deutz, CFP®

Echelon Wealth Strategist

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.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron 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.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan 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.

Roman Kozak

Retirement Plan Consultant

Roman is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Shawn Finn, CFP®

Internal Wealth Strategist

As an Internal Wealth Strategist, Shawn is our subject matter expert in complex planning concepts and the tools that support our planning platform. He also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.

Melissa Winn

Wealth Strategist

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

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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Marcus Boyd

Vice President - Senior Banking Advisor

Marcus is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Marcus's in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.

Monica Marciano

Senior Banking Advisor

Monica works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Monica’s in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.