Bill 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, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

As an RBC Echelon wealth strategist, Dean works 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.

As an internal wealth strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations. 

Melissa 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, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

In the wealth management banker role, Jordan 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.

As a member of Investment Banking Solutions, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

As an associate wealth strategist, Grant helps financial advisors integrate wealth planning as a core part of the client experience. Skilled in complex planning concepts and tools, Grant also helps with effective discovery, as well as the development and review of wealth plans and presentations for clients.