Approach to Wealth Management
Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:
- Understanding Your Financial Objectives — We begin by listening to understand you and your financial objectives.
- Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
- Developing Smart, Time-Tested Strategies — Next, we analyze your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful and Creative Solutions — We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Ongoing Service — We regularly review your situation to help ensure your financial objectives are being met.
Wealth Management Professionals
The Wealth Management Professionals serve as a resource to RBC Wealth Management® financial advisors. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.
Vice President, Portfolio Analyst
Janelle Nelson has been a Portfolio Analyst with RBC Wealth Management’s Portfolio Advisory Group since 1993. An industry professional since 1984, she has been with the firm since 1991, and was previously affiliated with several Wall Street firms, including Citigroup (Smith Barney) and Morgan Stanley. She has been broadly quoted on the markets in local and national media, and is a popular speaker for individual investor events. Janelle is part of a team that actively manages two equity income strategies for the firm, the Guided Portfolio: Prime Income and Guided Portfolio: Dividend Growth. Within the team, she takes a strategic focus on non-traditional cash-flow securities and energy-related companies. Janelle holds a B.A. from the University of Minnesota in political science and economics.
David has been in the financial service industry since 1995. He has worked with clients both as a wealth manager and as a trust officer. David earned a B.A. in business management from Gettysburg College and a M.B.A. with a concentration in business management from Goldey-Beacom College in Wilmington, Delaware. David manages the sales team of Trust Consultants who focus on collaborating with RBC Wealth Management® Financial Advisors to help clients in the United States and around the world choose trust solutions that are appropriate for their wealth management goal. David and his team have two primary goals: to enhance the relationship clients have with their RBC Wealth Management Financial Advisor and to identify trust solutions that both optimize opportunities and mitigate risks. In addition to providing expert recommendations on a broad range of specific trust structures, he and his team have a deep knowledge of the Delaware trust system. Additionally, he and his team also have a strong background in retail investing — with a special emphasis on understanding and complying with fiduciary responsibilities related to investments held in trusts.
|Greg Steiger, CIMA®, AIF®|
Vice President – Wealth Management Consultant
Greg has been with RBC Wealth Management since 1996. He has earned the Certified Investment Management Analyst (CIMA) designation, Accredited Investment Fiduciary, and is a member of the Investment Management Consultants Association. At RBC Wealth Management, Greg helps our Financial Advisors address the investment and retirement planning needs of their clients. Greg has special expertise in developing strategies that enable clients to convert accumulated wealth to income. He also provides expertise to Financial Advisors who work with endowments, nonprofits and foundations. Greg received his Bachelor of Arts degree from Eastern Washington University. Previously he spent ten years in the commercial real estate industry.
|Vickie McGill, CFP®, PFS|
Vice President – Wealth Strategies Consultant/Estate and High Net Worth
Vickie has been with RBC Wealth Management since 2004. Previously, she spent 18 years in the financial services industry, holding various positions in wealth planning. She also has extensive background working family businesses. Vickie received her B.S. degree from Southwest Missouri State University. As part of her responsibilities, Vickie works with RBC Wealth Management Financial Advisors to develop appropriate wealth management solutions for clients. She provides a range of financial, investment, personal trust, estate, tax minimization and stock option strategies. In addition, Vickie helps design and implement plans to help maximize the retention and succession of family wealth.
Aaron has more than 16 years of retail investment experience. He is responsible for helping Financial Advisors throughout the West Region of RBC Wealth Management deliver trust solutions that both optimize opportunities and mitigate risks. As a former business development officer for BlackRock iShares, he brings a deep knowledge of financial services to his role. In addition to making presentations on trust services at seminars and client meetings, he enhances and supports client-advisor relationships by helping identify specific trust needs – as well as by helping select and implement appropriate trust solutions. He also provides expertise about the full range of professional trustee services available to individual clients, foundations, endowments and other non-profits. Aaron earned a bachelor of science from Nebraska Wesleyan University. He also has earned Series 7, 63, 9, 10 and 65 securities licenses.
These services and information are provided by Royal Bank of Canada and its affiliates, including RBC Capital Markets, LLC, a wholly owned subsidiary of Royal Bank of Canada. Services provided by affiliates are subject to their terms and conditions, including credit approval. Credit specialists are employees of Royal Bank of Canada. RBC Wealth Management and/or your Financial Advisor may receive compensation in connection with offering or referring these services. Trust Services are provided by third parties. Neither RBC Wealth Management nor its Financial Advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of you investments should be made in consultation with your independent tax or legal advisor.