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.
Bill 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. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.
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.
Malia 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.
Roger specializes in engaging clients in comprehensive financial planning and asset management. His overall goal is to enhance and support client-advisor relationships as well as offer advice on using insurance solutions to protect and transfer wealth tax-efficiently.
Mike provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Mike also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
As part of her responsibilities, Megan does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
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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