Peter spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Peter works diligently to address clients’ unique situations.

As member of RBC Corporate and Executive Services, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

Michael is a high-net-worth lending specialist and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

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.

In Alex's role as an internal wealth management consultant, he provides the primary support for platforms, solutions and strategic initiatives that serve clients.

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

As a member of the Managed Portfolio Strategies Team, Andy serves as the primary source of advice on mutual funds, exchange-traded funds and managed accounts. The team provides customized advisory support via investment strategy, product selection and portfolio construction, as well as contributing to the management of discretionary model portfolios.

Andrew is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. He works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.