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 Planning Consultant
Robert 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. Robert's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Investment Banking Liaison
Yaron leads RBC Wealth Management's investment banking relationship efforts with RBC Capital Markets and with a selected group of independent, third-party investment banking boutiques who focus on lower middle-market merger and acquisition (M&A) transactions. He joined RBC Wealth Management's Corporate and Executive Services group to identify, evaluate and execute crossdivisional referral opportunities to help RBC more holistically serve its corporate, C-suite and high-net-worth clients.
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