Wealth management professionals
The wealth management professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.
Alex provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Alex also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
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.
Paul specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Paul works with RBC Wealth Management financial advisors to develop strategies and solutions for tax-efficient wealth protection and transfer objectives. He also reviews and evaluates client’s existing insurance solutions to determine appropriateness considering changes a client has realized or is contemplating in their financial life cycle.
Scott does extensive research into retirement plan providers. He also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. He is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.
David 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.