About our team

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners. 

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 partners with advisors and their ultra-high-net-worth clients to understand what is important to them and develop appropriate strategies that address the client’s objectives and concerns. As a subject matter expert resource, areas of focus on complex wealth topics often include complex planning strategies for corporate executives, trust and estate planning, concentrated stock, business succession planning, and philanthropic planning. Dean also coordinates RBC solutions and external professional services tailored to RBC Echelon client needs.

Robert helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Robert's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Melissa focuses on wealth transfer planning, including trust and estate, business succession, charitable and stock-option planning. She works with clients’ attorneys, accountants and other professionals to implement strategies that meet clients’ financial objectives. With a legal background, Melissa has in-depth knowledge of tax law that she draws upon during the wealth planning process.

Elizabeth is committed to helping financial advisors and their clients pursue the goals that matter most to them. She develops strategies that are customized to fit clients’ personal circumstances and unique feelings or attitudes toward planning and investing. She focuses on delivering a customized, in-depth WealthPlan.

Monica works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Monica’s in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.