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.
Liz works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Les serves as a resource for advisors in determining and developing wealth transfer strategies for high net worth clients in areas including: estate strategies, lifetime giving, and personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. Coverage includes meetings with advisors and their individual clients and attorneys/CPAs, client seminars and training sessions for advisors and outside centers of influence or educational branch visits.
Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.
Josh 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
Wealth Planning Associate
Terence works closely with clients to develop strategic wealth plans designed to grow and protect their wealth. This process includes discovering and exploring the client’s present and future financial needs—garnering a 360-degree view of the client’s financial picture.
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 cnb.com Equal Housing Lender, NMLSR #536994
Vice President – Senior Banking Advisor
Kevin works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Kevin's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.
Please fill in all the mandatory fields.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.