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.
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.
Senior Associate Wealth Strategist
As a senior associate wealth strategist, Jake helps financial advisors integrate wealth planning as a core part of the client experience. Skilled in complex planning concepts and tools, he also helps with effective discovery, as well as the development and review of wealth plans and presentations for 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.
Corporate and Executive Services Trading
As member of RBC Corporate and Executive Services, Jeff offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.
High-Net-Worth Lending Consultant
Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.
High-Net-Worth Lending Specialist
Michael is a high-net-worth lending specialist and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.
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