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.
|John R. Whalen, Jr.|
Vice President – Wealth Management Consultant
Before joining RBC Wealth Management in 2007, John spent 21 years in the financial services industry, holding executive positions in firms involved in retirement planning and fixed income portfolio management and trading. John has in-depth experience helping meet the unique needs of high net worth clients, with a concentration on asset allocation issues, strategic fixed-income allocations and retirement planning. To help enable clients to convert accumulated wealth to income, John employs a variety of techniques, such as structuring systematic withdrawals based on income-and-growth strategies; creating efficient bond portfolio structures; and developing annuity strategies. In John’s work with Financial Advisors, he brings a practical understanding of a wide range of wealth management issues facing clients.
|John McLeod, TEP|
Director, International Solutions
John C. McLeod is a Director, International Solutions, with RBC Wealth Management in Toronto. He works with high-net-worth clients and their professional advisors to develop and implement customized international wealth management plans and strategies.
John began his career in the Canadian trust industry. He now has nearly two decades of international experience within RBC, working with RBC Wealth Management offices based in virtually all parts of the world. He has held a range of management positions, and has acquired extensive experience and expertise in achieving long-term wealth management goals through the use of international trust and company structures, family and charitable foundations and other asset protection and succession strategies. In addition to private banking and credit arrangements, his clients receive services ranging from multi-jurisdictional strategies for investment management and estate planning to specialized solutions such as captive insurance structures in closely held companies. He now concentrates primarily on serving clients residing in the United States and Ontario.
John holds degrees in sociology and business from Dalhousie University in Halifax, Nova Scotia. He has also earned the internationally recognized Trust and Estate Practitioner designation from the Society of Trust and Estate Practitioners.
Vice President - Senior Wealth Strategies Consultant, Estate and High Net Worth
Before joining RBC Wealth Management in 2000, Bill spent 20 years in the financial services industry. Bill graduated from St. Olaf College, in Northfield, Minnesota, with a Bachelor of Arts Degree in Economics and from William Mitchell College of Law, in St. Paul, Minnesota, with a JD. In addition, he is Certified Public Accountant (inactive) and maintains securities licenses, series 7 and 66. Bill works with RBC Wealth Management Financial Advisors to develop appropriate wealth management solutions for clients with a focus on wealth transfer, including trust and estate planning, business succession planning, charitable planning and stock option planning. He works with clients’ attorneys, accountants and other professionals to implement strategies that meet clients’ financial objectives. Bill frequently leads seminars and educational presentations for clients and groups on a variety of wealth strategies topics, as well as moderates classes for Financial Advisors as part of RBC Wealth Management’s Accredited Wealth Manager program.
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.
|Paul Fee, CLU, CHFC|
Vice President – Wealth Planning and Insurance Consultant
Paul has been with RBC Wealth Management since 1997. Previously, he spent 10 years in the financial services industry. Paul received his B.A. degree from St. Mary’s University. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. As part of his responsibilities, Paul works with RBC Wealth Management Financial Advisors to develop retirement plans for businesses and succession plans for families. Paul specializes in employing insurance-based strategies and solutions to help clients achieve their wealth transfer goals. Paul also works closely with clients’ financial and legal advisers to establish appropriate wealth planning and insurance strategies.
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.