Wealth management approach

Utilizing RBC Wealth Management’s extensive resources, I work with you to develop strategies and recommend personalized solutions. Our flexible approach evaluates your unique situation and is designed to help you accumulate, protect, and transfer your wealth.

  • Understanding Your Financial Objectives — I begin by asking questions to understand more about you and your financial objectives.
  • Developing Strategies — Next, I analyze and evaluate the financial and personal information you provide so I can match your objectives with sound strategies.
  • Implementing Solutions — Using these strategies, I develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.

Wealth management professionals

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.

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Aaron Gallardo

Trust Consultant


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Bill Boehm

Wealth Management Consultant


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Brian Tavano

Wealth Management Consultant


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Cathy Walker

Trust Consultant