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
As an RBC Echelon wealth strategist, Liz 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.
Wealth Planning Associate
Terence's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Terence assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.
Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Retirement Plan Consultant
Wayne 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.
Wealth Management Banker
In the wealth management banker role, Josh 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.
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