About our team

As an RBC Echelon wealth strategist, Dean partners 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 RBC Echelon wealth strategist, Robert partners 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. Robert 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. 

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 present at client seminars.

Elizabeth's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Elizabeth assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.