City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
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Vice President – Senior Banking Advisor
Kevin works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Kevin's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.
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.
Liz 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. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Wealth Planning Associate
Terence works closely with clients to develop strategic wealth plans designed to grow and protect their wealth. This process includes discovering and exploring the client’s present and future financial needs—garnering a 360-degree view of the client’s financial picture.
Investment Banking Liaison
Yaron leads RBC Wealth Management's investment banking relationship efforts with RBC Capital Markets and with a selected group of independent, third-party investment banking boutiques who focus on lower middle-market merger and acquisition (M&A) transactions. He joined RBC Wealth Management's Corporate and Executive Services group to identify, evaluate and execute crossdivisional referral opportunities to help RBC more holistically serve its corporate, C-suite and high-net-worth clients.
Director, Corporate & Executive Services
Corporate and Executive Services guides corporations and their executives through regulatory complexities while delivering an array of sophisticated investment options to help companies feel confident about your financial responsibilities. We offer an extensive range of products while leveraging the full breadth of the RBC platform including investment banking, equity compensation administration, affiliated trading programs, restricted stock transactions and more. Through individualized consulting with experienced specialists, we can customize solutions for your unique needs.
Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.
Josh works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process
Divisional Annuity Consultant
Kara enjoys working with clients by providing retirement solutions product and technical expertise, education and guidance surrounding annuity features, suitability, and pricing. Kara has been in the financial services industry since 2007 and joined RBC Wealth Management in 2017. She covers the East Division as the Divisional Annuity Consultant and currently holds her Series 6 and 63, MN Life & Health, and the Chartered Financial Consultant (ChFC®).
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