The page addresses risk management for client portfolios.

RBC Rochdale partners with financial advisors to create personalized investment portfolios for high-net-worth clients.

RBC Rochdale works exclusively with advisors and high-net-worth clients to design high-performing investment portfolios.

The page covers asset allocation for client portfolios.

The page describes how RBC Rochdale’s investment consultants assist clients with over $1 million in investable assets.

RBC Rochdale promotes colleagues annually, recognizing talent across roles and departments for 2025 and early 2026.

Mr. Luke joined RBC Rochdale (“Rochdale”) in 2018 and brings over 20 years of experience in the investment management industry. Charles serves as CIO of the firm and is primarily responsible for Rochdale’s investment guidance, investment product platform and wealth management solutions.

Gregg Giaquinto leads RBC Rochdale as President and CEO, overseeing strategic direction and executive leadership since 2007.

Ms. Tsai joined RBC Rochdale in 2016 and has 20 years of experience in the financial services industry. She currently serves as the Head of Client Service and Operations including the new accounts, performance, billing and trading teams.

Mr. Papadakos leads Sales Strategy, Advisor Engagement & Experience at RBC Rochdale, collaborating with partners to enhance client value.

The page lists RBC Rochdale’s team roles, including Executive, Portfolio, Research, Investment, and Business Development specialists.

Trusted partner to advisors and their high-net-worth clients for personalized investment management & private wealth solutions.

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