The Woo Group RBC Wealth Management Approach Business

Our disciplined approach( ) integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized solutions.

- Understanding Your Financial Objectives — We begin by asking questions to understand you and your financial objectives.
- Determining Smart, Time-Tested Strategies — Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
- Implementing Thoughtful, Creative Solutions — Using these strategies, we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
- Providing Timely, Ongoing Service — We periodically 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.

Christine Gehring, CIMA, CFP®
Vice President – Wealth Management Consultant

Before joining RBC Wealth Management( ) in 2003, Christine spent 12 years in the financial services industry. She received her B.A. from the University of Southern California and holds the Certified Investment Management Analyst (CIMA) designation. As part of her responsibilities, Christine helps RBC Wealth Management Financial Advisors address the wealth management needs of individual clients. She provides her expertise to Financial Advisors who work with endowments, non-profits and foundations. Christine also assists Financial Advisors with the use of wealth management tools, including sophisticated software programs that help provide appropriate solutions for their clients’ needs.

Janelle Nelson
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.

Liz Jacovino, CFP®, CTFA
Vice President – Wealth Strategies Consultant/Estate and High Net Worth

Liz has spent the past decade working with advisors and clients, showing them how to preserve wealth and value in their estates for future generations. Liz is a graduate of Johnson and Wales College. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust Financial Advisor (CTFA) designation. Liz is also Adjunct Professor at Pace University’s College for Professional Education, where she teaches estate planning. As part of her responsibilities, Liz works with RBC Wealth Management Financial Advisors to develop appropriate wealth management solutions for clients in the areas of estate and business succession planning. Liz places special emphasis on helping clients control estate and gift taxes. She specializes in reviewing clients’ existing estate and business succession plans, and making recommendations for changes, when appropriate.

Brian Cap
Senior Corporate Credit Strategist, PAG – Fixed Income Strategies Group, RBC Wealth Management

Brian joined the Fixed Income Strategies Group as a Senior Credit Strategist in September 2008. As a corporate strategist, he focuses on various domestic and foreign investment grade and high yield bonds and preferred stocks. Individual credits covered include a variety of industries such as the financials, metals, cable/media, telecommunications, energy and homebuilders. His career in the financial services industry spans over 28 years. Brian uses his knowledge and expertise to provide timely analysis, information, and recommendations on the many issues in these sectors for Financial Advisors and trading.

The Woo Group
RBC Wealth Management









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