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
Dean partners with advisors and their ultra-high-net-worth clients to understand what is important to them and develop appropriate strategies that address the client’s objectives and concerns. As a subject matter expert resource, areas of focus on complex wealth topics often include complex planning strategies for corporate executives, trust and estate planning, concentrated stock, business succession planning, and philanthropic planning. Dean also coordinates RBC solutions and external professional services tailored to RBC Echelon client needs.
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 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.
Retirement Plans Senior Consultant
Roman Kozak, Vice President – Retirement Plan Consultant, entered the financial services industry in 1986. He provides a full-range of retirement planning related technical, regulatory, and educational assistance to our clients. Roman’s retirement planning related industry experience includes plan design, plan administration, employee education and investment consulting.
Wealth Planning Consultant
Shawn helps financial advisors and their clients identify strategies to accumulate wealth and convert that wealth to income, based on client objectives. As part of his responsibilities, Shawn helps financial advisors address the investment and retirement planning needs of high-net-worth individuals. Shawn provides expertise to financial advisors who work with endowments, nonprofits and foundations. He also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs to help provide appropriate solutions for clients’ needs.
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
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.