Meet the team

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 member of RBC Corporate and Executive Services, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

As member of RBC Corporate and Executive Services, Nuri offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

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.

In the wealth management banker role, Josh 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.