Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients. 

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

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. 

In the wealth management banker role, Jon 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.