As an RBC Echelon wealth strategist, Liz 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs. 

As a trust consultant, Cathy 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.

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

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.

As an alternative investments’ consultant, Michael is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Michael partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.