Director, Wealth StrategyRBC Clearing & Custody
Aaron Funk is director, Wealth Strategy at RBC Clearing & Custody. He helps firms and their financial professionals build and accelerate the growth of wealth management practices. Aaron focuses on the key phases of a client’s overall financial life. These include: accumulating and growing assets, protecting and preserving wealth, and the distribution of a client’s assets during their lifetime and at death in the most tax-advantaged way possible.
He also provides insight and expertise on the tools, programs, products and resources available to build a successful wealth management practice. Aaron’s objective is to prepare financial professionals to deliver client-centric service through a consultative, holistic wealth management approach.
In 2001, Aaron joined RBC. Prior to becoming director of Wealth Strategy, he was senior manager of Wealth Management Strategies and also spent eight years supporting RBC’s Private Client Group. His responsibilities included training financial professionals on fee-based programs, mutual funds, retirement income planning, annuities and numerous technical applications.
Aaron passed the Series 7, 24 and 66 securities exams. He earned the Accredited Wealth Manager, Accredited Investment Fiduciary, Retirement Income Certified Professional® and CERTIFIED FINANCIAL PLANNER™ designations. He also holds a health and property casualty insurance license.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.