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.
Wealth Management Consultant
Gerri provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Gerri also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Cathy specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.
Steven specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Steven works with RBC Wealth Management financial advisors to develop strategies and solutions for tax-efficient wealth protection and transfer objectives. He also reviews and evaluates client’s existing insurance solutions to determine appropriateness considering changes a client has realized or contemplating in their financial life cycle.
Dan 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.
Divisional Retirement Plan Consultant
Stacia does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.