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.


Echelon Wealth Strategist


Trust Consultant


Wealth Management Banker


Retirement Plan Consultant


Internal Wealth Strategist


Wealth Strategist

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. 

CNB MEMBER FDIC Equal Housing Lender, NMLSR #536994


Vice President - Senior Banking Advisor


Senior Banking Advisor