RBC_Fall2012-Portfolio

Growing
International Wealth
Capabilities
The International Wealth - USA (IW-USA)
business channel has private banking
and international advisory groups based
in Miami, New York and Houston serving
high net worth clients in Latin America,
the Caribbean and other international
locations as well as U.S. - based
lending, trust and global investment
solutions (GIS).
Mary Zimmer, Head of International
Wealth – USA and Correspondent and
Advisor Services, is responsible for the
growth and delivery of sophisticated
wealth management products, services
and advice to clients either directly,
through RBC client-facing Advisors
or indirectly through Correspondent
Advisors and Registered Investment
Advisors (RIAs).
Growing the International Wealth
business continues to play an integral
role in achieving the RBC Wealth
Management-U.S. growth objectives.
Mary has outlined an exciting strategic
growth plan for IW-USA. She aims
to reach those targets by deepening
relationships with existing clients and
attracting new clients in Latin America
through our Financial Advisors (FAs)
and Private Bankers (PBs); expanding
PortfolioNews about the people of RBC Wealth Management-U.S.
Fall 2012
Continued on page 2
Welcome to Portfolio!
This month we are relaunching Portfolio, an internal RBC Wealth Management
publication that has enjoyed a long history at the company known most
recently as Folio.
We conducted an internal communication review and focus groups,
including both corporate office and field representatives, and determined
that a redesign was in order. As a result, the new Portfolio will include more
strategic content as well as human interest stories you enjoyed from Folio.
Tell us what you think.
To ensure that you are getting the information you want, delivered how you
need it, we would like your feedback. After reading the publication, please
take a short, 10-question, multiple choice survey at Survey Monkey.
Thank you in advance for reading Portfolio and participating in the survey.
Enjoy!
Growing Int’l Wealth Capabilities_ 1
Private Banking - Teamwork_____ 2
Stewardship Takes Flight_______ 3
Socially Responsible Investing___ 4
Community Stewardship________ 4
Capitalizing Int’l Markets_______ 5
Credit Solutions for HNW Clients_ 5
Creating Long-lasting Legacies___ 6
Helping Clients Diversify________ 7
Around RBC
Advisor Honors Friend__________ 8
Blue Water Day 2012___________ 8
In the Community
Sharing a Miracle on Ice________ 9
Rescuing Man’s Best Friend_____ 9
Fighting for Air _______________ 11
Portfolio Contacts____________ 11
John Taft’s book,
Stewardship:
Lessons Learned
from the Lost Culture
of Wall Street has
received much
recognition for his
objective analysis
and candid views.

Portfolio
2 RBC Wealth Management Portfolio: News about the people of RBC Wealth Management
our international centers in the U.S.; and expanding our reach to UK/Europe and Asia in conjunction with our
partners across RBC Wealth Management. The business also will be focused on attracting new FAs and PBs to
join the team. In addition, we have a tremendous opportunity to grow our credit, trust and GIS business with
our partners in global and U.S. Wealth Management.
“I’m very excited about the opportunities for the IW-USA team.” said Mary. “It’s a very unique time for us right
now given the market opportunity and RBC’s value proposition. We can’t do it without our functional partners
around the world.”
This collaboration enables the company to deliver integrated wealth solutions offering the best possible
service to clients, develop tailored personal financial strategies using the full global product and solution
range of RBC WM, and strengthen and deepen client relationships by offering the breadth of the company’s
global reach.
Growing International Wealth
Capabilities - continued from page 1
Distribution Manufacturing
U.S. &
International
Private Banking
International
Investment
Advisory
Domestic &
International Trust
Solutions
Discretionary
Investment
Management
Credit
Julian Stienstra Ricardo Morean
Michael Appley &
Francesca Boschini
Michael Dejana Lorraine McKeon
Mary Zimmer
One of the keys to the success of the private banking team is
the Primary Relationship Manager (PRM) model, a competitive
advantage in the marketplace today. As PRM the Private Banker
brings to the client all solutions RBC has to offer drawing on
specialists from around the world and across the RBC network.
Clients get access to RBC’s global capabilities and deep global
expertise and have one key relationship manager, advocate and
integrator. The key to this model are the strong partnerships
forged with team members and specialists around the network.
In particular, there is a very strong bond between Private Bankers
and Financial Advisors. Since Private Bankers are not licensed
investment professionals, they partner with Financial Advisors for
clients’ investment needs.
It’s a win, win situation where Financial
Advisors receive referrals and provide
investment solutions, Private Bankers
help clients with their lending needs
and broader financial needs such as
estate planning and banking.
Julian Stienstra, Managing Director
of U.S. and International Private
Banking, describes a Private Banker
as a quarterback. “We work as a team
and we look to partner up with the
best professional depending on what clients need,” said Julian.
This is where the teamwork comes into play and the
results can be very lucrative.
One such example is the long standing partnership between Javier
Valle, Private Banker, and Richard Earle, International Financial
Advisor. Javier and Richard have worked for years to jointly service
key clients from Venezuela and elsewhere. “Javier and I are a
team. We work together to understand a client’s objectives — I
bring the investment expertise while Javier works on the entire
relationship with the client. We have a close relationship and
Javier trusts me as his investment partner,” said Richard.
Another example is from Daniel Leibovici, an international Private
Banker in New York City, who recently teamed up with Marina
Galli, a Financial Advisor from San Francisco, to obtain a $54
million account. Daniel, who joined RBC nine months ago from
DeutscheBank, worked with Marina to bring a former client’s
account to RBC. With Morgan Stanley Private Wealth Management
actively trying to maintain the assets, Daniel looked to Marina’s
expertise in investing to help secure the account.
“I am following the words of John Taft on the importance of
stewardship and working with a team to service others,” Daniel
said. “This is a perfect example of team spirit.”
Private Banking - The Ultimate Teamwork Opportunity
Julian Stienstra

Portfolio
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Since the March release of John Taft’s
book, Stewardship: Lessons Learned from
the Lost Culture of Wall Street , he has
received much recognition for his objective
analysis and candid views. With Goldman
Sachs and JP Morgan making headlines
for questionable business practices, John
says, “There couldn’t have been a better
time for this book to be written.”
Over the past seven months, John has
been on the road sharing his message
of stewardship with Financial Advisors,
clients, community leaders and reporters.
The book has achieved great visibility
and acknowledgement for RBC Wealth
Management. In addition, it has become an
effective marketing tool to help attract and
retain clients.
The Stewardship
Message Takes Flight
In the first six months of his book’s
release, John has been criss-crossing the
country speaking at client events. The
request list is long and John’s calendar is
full. But, the rewards are great.
“My thanks for a wonderful evening at the
Yale Club. EVERY client (14) approached
me after your presentation to say how much
they enjoyed and appreciated your speech.”
Richard Nydegger, Financial Advisor,
Hampton Bays, NY
“I really enjoyed seeing you on our local
news this morning.You were the highlight
of the news program. It is wonderful to see
the RBC brand being represented in the
Austin area.”
Lauri Goodman, Branch Associate,
Austin, TX
“This book is the best prospecting tool
for introducing people to our firm.”
Jim Meyer, Financial Advisor,
Chicago, IL
Where’s John?
• Selected by readers as one of
Amazon’s “top picks” for March
• Named “best book of spring”
on Bloomberg radio
• Acclaimed as an “absolute must read
book” by Bloomberg TV’s Tom Keene
In the Media

Real World Economics:
Even in business, morality matters
February 29, 2012
“Is Taft’s call for greater civic-mindedness
on target? I think it is, and I hope his
arguments will be considered widely.
Read the book. Pass it on to friends.”
Reporter’s Notebook:Wall Street’s Lost
Moral Center
March 6, 2012
“John G. Taft … is trying to hit the brakes
and take the Wayback Machine to a time
when Wall Street businesses were there to
serve clients - not serve themselves from a
big buffet table full of money.”
Wall St. Has Lost Its Way, says RBC’s Taft
March 12, 2012
“The book already has been endorsed
by U.S. Rep. Barney Frank, who calls it
‘thoughtful, constructive, and, in a word
I rarely get to use in the context of the
financial crisis, inspiring.’”
Taft to Bankers: Be a steward
March 9, 2012
“Few banking executives could write about
the financial crisis and get U.S. Rep. Barney
Frank’s approval.
But John Taft, CEO of RBC U.S. Wealth
Management, does just that in his new book.”

Portfolio
Chapter eight of John Taft’s book focuses on socially responsible investing (SRI).
Many individuals are choosing SRI because of its unique ability to combine financial
success and social impact. It also allows for personalization of a portfolio that reflects a
person’s values.
Now, RBC WM is making it easier to learn more about SRI. Recently, an SRI Resource
Center was launched on InfoNET to provide education and meet the increasing needs of
our clients interested in SRI.
To access the SRI Resource Center, go to the Marketing PR section of InfoNET.
Socially Responsible Investing Site Launches
Taft by the numbers
10,000 books sold 43 media interviews
35 speaking
engagements
More than $50,000
raised for charity
Celebrating the
Many Facets
of Community
Stewardship
On Monday, May 14, approximately
60 clients participated in an exclusive
event featuring art appreciation,
a stewardship call to action and
an inspiring dose of personal
empowerment.
South Region Director Darryl Traweek
and Dallas Complex Director Andy
Teller brought these timely and
timeless topics together by hosting
an exclusive tour of the modern art
collection on permanent display at
Dallas Cowboys Stadium.
Their special guests were our CEO
John Taft and NFL Hall-of-Famer,
entrepreneur and philanthropist
Emmitt Smith. Emmitt, like Taft, is a
critically-acclaimed author who wrote
“Game On: Find Your Purpose – Pursue Your Dream.” These two thought leaders shared
the stage for a luncheon presentation on their books’ common theme – living with
principles and giving back.
RBC Wealth Management has a long-standing tradition of investing in worthy causes
that help improve the quality of life in the communities it serves. Emmitt Smith, along
with his wife, Pat, are also deeply committed to giving back to the community as
founders of the Pat Emmitt Smith Charities (PESC) that funds educational experiences
and enrichment opportunities for underserved children.
To help further the goals of PESC, the RBC Foundation-USA made a $5,000 grant to the
organization, as part of the day’s celebration.
John Taft and Emmitt Smith
Success Stories
Branch Director: Amy Sturtevant
City: Washington, D.C.
“One of our Branch Directors sent a
copy of the book out to a previous
client who had not moved his
account over from a competitor
yet. Hard to say exactly why, except
that he wanted to wait and see
how the transition went. In any
case, the client received the book
and sent back a polite thank you
note a few weeks later.
He called one Friday to set up an
appointment to come and discuss
transferring not only his account
from Oppenheimer but also from
one of his other institutions.
He said he had read the book
and was so impressed with the
theme and was reminded that
this is what a relationship with a
financial services firm is all about.
He thought it was unique on Wall
Street today that our CEO would
write and publish a book with such
an honorable message.”
Branch Director: Bret Schardt
City: Wilmington, N.C
“One of our advisors left his
house one day and his neighbor
stopped him to ask if he worked
for RBC. The advisor said yes. The
neighbor then commented that
after reading John Taft’s editorial in
Investor Business Daily, he wanted
to move his money from Wells
Fargo to RBC Wealth Management.
He said he has been looking for
a company that does business
according to his values and beliefs.
Our advisor had been trying to
set up an appointment with this
individual for over five years and
the Stewardship message opened
the door for him.”

Portfolio
Ricardo Morean is excited about the
potential in
international
markets.
“That’s the
reason I joined
RBC,” he said.
“There is great
opportunity for
the company
in emerging
markets that
are growing
and generating
wealth.”
Capitalizing on growing international
markets and hiring Financial Advisors to
service those clients is the reason Ricardo
was hired. As the Director of International
Advisory, Ricardo is focused on running
and growing the business, building the
platform and recruiting Financial Advisors.
Ricardo cites three reasons why there
is great opportunity for RBC in the
international wealth market.
1. Opportunity in emerging markets
2. Respected RBC brand known for
strength and stability coupled with a
strong culture
3. Commitment to international wealth
management
Emerging markets are growing
at three to four times the rate of
developed countries.
Countries including Brazil, Mexico and
China are growing and generating wealth.
But, not every company is positioned to
capitalize on this opportunity. There are only
two companies left that focus on international
wealth management, UBS International and
Morgan Stanley. Ricardo believes RBC has a
value proposition that is hard to beat.
“The other companies don’t have a
quarter of the potential we have in
international wealth management. The
RBC story is incredible. We are positioned
in the market as an extremely respected
brand. Our reputation, balance sheet and
commitment to growing in international
markets is incredible.”
This potential is what allows RBC WM
to build talent and recruit advisors with
books committed to the international
marketplace. In the past three months,
Ricardo has added three Financial
Advisors and intends to add one more
before the end of the fiscal year.
Capitalizing on International Markets
Ricardo Morean
With Interest rates at an all-time low, RBC is well positioned to
work with its clients to provide cost effective financing.
An RBC Premier Line of Credit provides
a loan at competitive rates secured
by eligible securities in a client’s
investment account(s). The benefit
is that the client doesn’t have to sell
their investments to borrow money
and it is a LIBOR-based loan. RBC’s
strength means a liquid balance sheet,
lower funding costs and competitive
rates for borrowers. Our competitors
don’t have this advantage. “We often
help clients refinance debt held with
other firms at more favorable terms,
sometimes saving clients thousands in borrowing costs” says
Lorraine McKeon, Head of Private Client Credit Solutions.
Soon RBCWealth Management Financial Advisors
will also have access to a real estate lending product.
Currently in pilot with select Financial Advisors and
Private Bankers, the product will be rolled out later
this year to enhance the suite of products that advisors
can provide to their high net worth and ultra high net
worth clients.
“This is a ‘sticky’ product,” said Lorraine. “It’s one that will
enhance the relationship with a client and entice them to stay
with RBC at least through the life of the loan.”
This product offers a five-year, interest-only loan, with repayment
or refinancing at maturity, against a residential real estate
property in any state.
“This is not a traditional loan,” said Lorraine, “It works well for
clients who are buying investment property or a second home
and don’t want a traditional 30-year mortgage on the property.” It
may be of particular interest to clients who want to optimize the
interest deductibility on home financing.
For more information on Credit solutions and opportunities,
speak with your local Credit Specialist.
Continued on page 7
Credit Solutions for High Net Worth Clients
Lorraine McKeon

Portfolio
When Financial Advisors and Private
Bankers have clients with trust and estate
planning needs they have a wealth of
resources to turn to, including our Wealth
Strategists, Trust Consultants, Professional
Trustee Services and our Trust Solutions
area of International Wealth-USA, these
include Michael
Appley,
Managing
Director, RBC
Trust Company
(Delaware)
Limited (RBC
Trust), and
Francesca
Boschini,
Director
and Head
of U.S. and
International
Wealth
Planning
Solutions.
Within RBC’s
global trust
network,
currently 11
worldwide
locations,
RBC Trust
(Delaware), led
by Michael and
supported by a team of Trust Consultants
in the field, is certainly a strong and
important player. RBC Trust goes beyond
working with personal estate, tax and
fiduciary planning needs for clients. In
fact RBC Trust also works with charitable
foundations, and donor advised funds are
a popular offering. The American Gift Fund
(AGF), a public charity administered by
the RBC Trust is unique in that it requires
a $5,000 minimum contribution, hence
making it accessible to individuals as
well as corporate donors of any size, and
additional contributions can be made at
any time.
Recently, the team of Rhonda Smith Lynn
Syler in Gig Harbor worked with Vickie
McGill, Wealth Strategies Consultant,
Tom Nagle, Trust Consultant, and Lynne
Hardey from Professional Trustee Services
to establish a donor advised fund to
inexpensively and efficiently establish
separate funds for each of a client’s
charitable entities. They explained how
these funds would provide the flexibility
of a separate foundation without the
complicated reporting, required annual
distributions or ongoing expenses. In
addition, this arrangement would allow
other donors to contribute to the charitable
organizations and receive the maximum
charitable deduction. The clients were
delighted to be able to arrange their
charitable legacy and be assured that their
investment advisory team would be in
place to assist the charities.
Our trust consultants and wealth
strategists can now also tap into
Francesca who oversees a team of
specialists who partner with Wealth
Strategists, Financial Advisors and Private
Bankers and their HNW clients to help
identify estate and tax planning needs.
Together with the client’s advisors the
team then works with RBC’s trust units
to implement proper planning structures
for the clients and their families. This is a
unique approach to wealth planning that
clearly gives RBC a competitive advantage
over other financial institutions.
“RBC is recognized as a world leader in
the international wealth planning arena
as well as in the trust and fiduciary
world” says Francesca. “RBC’s trust
network offers an important advantage
to our clients.” Senior Manager, Wealth
Strategies Consultant, Bill Ringham
comments “As part of our team, Francesca
and the Trust Consultants are great.
We now have resources to help FAs and
clients with more complex international
and trust solutions. Clients are always
impressed with their level of expertise and
professionalism as well as the depth of
RBC’s capabilities.”
Creating Long-lasting Legacies - The RBC Advantage
Francesca Boschini
Michael Appley
Asia-Pacific Wealth Report
On September 19, the Asia-Pacific Wealth Report 2012 was released by RBC
Wealth Management and its global partner Capgemini. This report provides
insights into Asia-Pacific’s High-Net-Worth (HNW) Market. This launch follows
the successful release of the World Wealth Report 2012 in June which helped
to increase the profile and reputation of RBC Wealth Management as a leading
wealth manager worldwide.
Among other findings, the Report showed that while the wealth of Asia-Pacific’s
mid-tier and Ultra-HNW individuals dropped in 2011, the region’s “millionaires
next door” with investable assets of between $1million and $5 million saw
increases in both their overall population and wealth.

Portfolio
Helping Clients with Global Diversification
Global
Investment
Solutions (GIS)
is our multi-
currency, multi-
manager global
investment
platform run by
Michael Dejana,
Managing
Director, USA
Discretionary
Investment
Management,
and his team of Portfolio Managers. It’s
an exciting platform available to Financial
Advisors and their clients to achieve
global diversification by way of access to
a variety of international money managers
that GIS selects through its extensive due
diligence process.
Through GIS, clients have access to RBC’s
strengths in fixed income instruments and
world-class investment managers that
invest in the ordinary shares of companies
listed on international exchanges. This
provides an expanded universe of highly
liquid investible securities that goes
beyond what is available through ADRs.
GIS achieves global diversification by
investing in fixed income and equity
instruments denominated in the local
currencies within specified mandates.
They are also able to work to customize
a portfolio within G10 currencies, as
required by the client.
“We’ve seen FAs capture new assets
that would otherwise have stayed
with a competitor,” said Michael.
“It’s another tool in the FAs toolkit
to retain and attract assets and to
generate recurring revenue.”
“It’s a great option for clients who
are looking for globally diversified
investments or who have non-USD
assets in other financial institutions”
says Maureen Kerrigan of Providence
Rhode Island. Maureen has been working
with Cristina Fineza, Senior Portfolio
Manager, to implement a global portfolio
for a portion of one of her Trust client’s
investment mandates. “The solution fits
well with what the client is looking for,
global diversification both in currency and
investment opportunities.”
Maureen brings Cristina into client
meetings to ensure she delivers the right
solutions for her clients. In this case, the
client was concerned about the risk of
the Euro depreciating. “The client was
particularly pleased that we were able
to provide protection on the downside
by hedging the currencies in their global
bond and equity model portfolio. That
has given the client a lot of comfort,” said
Cristina. “This is a classic case of how we
can help an FA and their client.”
Michael Dejana
Pedro Canas is one of those new recruits. From Venezuela, Pedro spent 18 years working as a Financial Advisor in New York City. Two
months ago he made the move from Oppenheimer to RBC.
“I was looking for a solid bank known worldwide,” Pedro said. “One that is focused on Latin America.”
The RBC brand is well known in Latin America where the bank has had a presence for over 100 years. Pedro cites the company’s
reputation as one attribute that is “absolutely helpful to acquiring clients.” As a result, Pedro has been able to transfer 100% of his
book of business from Oppenheimer.
Today, Ricardo is focused on recruiting Financial Advisors in Miami and New York where there are International Advisory branches.
In the future, he expects to expand to Houston and the west coast. Ultimately, he foresees 60 percent of the business from Latin
American clients and 40 percent spread throughout the rest of the world.
capitalizing on international markets -
continued from page 5

Portfolio
Annapolis Financial Advisor Kyle Dixon,
a professional lacrosse player for the
Chesapeake Bay Hawks, usually wears
the number 11 on his game jersey. But,
during the Bay Hawk’s home opener in
May he donned the number 5 in honor of
his friend and former teammate who lost
his battle with brain cancer a week earlier.
That day, the former Virginia All-American
scored four goals – including three
2-pointers, a feat only accomplished by
seven other players in league history – to
help the team reach a 23-11 victory over
the Ohio Machine. Kyle used the strength
of two athletes that day to play one of the
best games of his life.
Advisor Honors Friend
with Game of His Life
Kyle Dixon wears a #5 jersey to honor
his teammate
Around RBC:
Milestone: Denver Advisor Revs Into Retirement
After 47 years with RBC, Financial Advisor Chuck Haskell decided to retire. The Denver branch held
a dinner in his honor and presented him with a special gift – a ride in an Indy car. A passionate car
racing fan since 1960, Chuck made 13 trips to the Indianapolis 500. This year he will be able to take
to the track himself wearing his own helmet complete with the RBC logo.
Financial Advisor Chuck Haskell
Minneapolis
Delaware Trust Office
This year, RBC employees were asked
to “show they care” on Blue Water
Day, June 8. RBC Wealth Management
advisors and employees supported the
day by wearing blue, donating money to
local environmental organizations and
participating in community events to help
preserve local watersheds.
Blue Water Day 2012
Walnut Creek, Calif.
St. Petersburg, Fla. Florham Park, N.J.

Portfolio
Sharing a Miracle
on Ice
Miracles do happen. Just ask Financial
Advisor Dan Brooks.
Dan was only 12 when he watched his
father Herb Brooks famously lead Team
USA to an unprecedented victory over the
Russians in the 1980 Winter Olympics – a
feat dubbed the “miracle on ice.” So when
he heard about another hockey player
looking for a miracle, he felt compelled to
take action.
In December, Minneapolis high school
sophomore Jack Jablonski, nicknamed
Jabby, severed his spinal cord following a
check from behind during a junior-varsity
hockey game. In the days that followed,
Jack’s mother said they were “hoping for a
miracle.”
Those words resonated with Dan.
Although Herb died in a car accident in
2003 Dan had a piece of his legacy. “If
there’s any item that represents a miracle
it is my father’s gold medal,” he said.
Dan called his friend Rob McClanahan
who played for Team USA and they went
to the hospital to visit Jack. With them was
Herb’s Olympic gold medal.
Jack smiled when he touched the gold
medal and it was placed on his chest.
Dan told him, “I know you’re hoping for
a miracle and probably wondering if they
happen. Well, I witnessed one and I’m
going to witness one again.”
Dan was right. Originally told he would
never walk again nor regain function in his
arms or hands, Jack has been proving his
doctors wrong.
Today, he has function in both
arms and recently announced on
Twitter that he moved his left leg
and ankle as well as a finger on his
left hand. He returned to school
this fall.
Helping people to regain movement after
a devastating accident is something
that Minneapolis Financial Advisor Gary
Petrucci knows well. For seven years he
has been on the board of Stemedica, a
San Diego company that has had luck
treating spinal cord injury victims using
stem cell research. He met with Jack’s
father to inform him about the treatments
and offer fundraising assistance if they
choose to seek that route.
Another Minnesota hockey legend and
RBC Senior Managing Director Lou
Nanne also saw an opportunity to help.
He served as honorary chairman of a
fundraiser for Jack on July 26 at the Xcel
Energy Center in St. Paul, home of the
Minnesota Wild professional hockey team.
The fundraiser was called the “Bel13ve in
Miracles Gala” using Jack’s jersey number
in the title.
“I can’t believe how determined the
community is to help Jack and his family
meet their financial challenges,” said Lou.
“He continues to show his fighting spirit
and surprises everyone with his progress.”
Many NHL greats attended the fundraiser
and, in a way, so did Herb. Standing
outside the Xcel Energy Center stands a
bronze statue of Herb Brooks. Fittingly,
he’s raising his arms in victory.
Jack Jablonski with Herb Brooks’
1980 Olympic gold medal
What began as a way to
honor a beloved canine
companion became a
personal mission for
Omaha Senior Financial
Associate Janelle Ford.
Janelle founded Great
Plains Pointer Rescue
in 2008 in the memory
of Ace her beloved
German Shorthair who
she rescued from a
shelter. “When they brought him into the room he walked over to
me, put his head on my lap and that was it.”
Ace passed away in 2007. Today, Janelle shares her life with
two pointers, Ruby and Ranger. But during a typical year she is
responsible for saving the lives of approximately 125 canines.
Janelle’s organization works primarily in Nebraska, Iowa and
Minnesota but she is active on social networks rescuing dogs
from other states and bringing them to the Midwest with the help
of the volunteer organization Pilots For Paws.
By founding this organization Janelle not only fulfilled a personal
mission, she also utilized her business and finance skills to help
the community in a unique way. She says her professional and
volunteer roles go hand in hand. “I strongly feel that the more
active and involved you are in your community the more your
network will grow,” she explains. Janelle’s clients, many of whom
are animal lovers, are aware of her philanthropic efforts and she
believes that makes a difference in her relationship with them.
“Ethics are very important to me.”
The RBC Foundation-USA has awarded Great Plains Pointer
Rescue a $500 volunteer grant for the 40+ volunteer hours
Janelle devotes to the organization. For more information on
employee volunteer grants go to the Community Involvement link
in the Company Information section on InfoNET.
For more information about Great Plains Pointer Rescue including
how to adopt a dog, volunteer time or donate to the organization,
go to their website at www.greatpointers.org.
Rescuing Man’s (or in this Case, Woman’s) Best Friend
Janelle and Snowflake with Pilot Allan
Lindsey and his wife
In the Community:

Portfolio
In the Community:The Winston-Salem branch sponsored the Community Theatre
of Greensboro’s production of “Driving Miss Daisy” including a
private showing and reception for 120 clients and prospects. The
sponsorship was in honor of late colleague Heath Young, a former
RBC Financial
Advisor who loved
the community
theater and was
very active in it.
Wilmington
Financial Advisor
Dave Dupont
(right) presents
a check to the
Community
Theatre of
Greensboro
Mount Laurel Financial Advisor Bill Hoelzel presented the Ed
Snider Youth Hockey Foundation with a $10,000 grant from RBC
Play Hockey. The organization uses hockey as a way to keep kids
in school and as a
method of teaching
the positive
aspects of team
building and hard
work.
Bill Hoelzel and
Scott Tharp,
President of
Ed Snider
Youth Hockey
Foundation
The Parsippany Complex sponsored the Marine’s Toys for Tots
drive during the holidays donating toys for local children. In
April, they held a clothing drive and donated over 100 bags of
gently-used clothing to the Market Street Mission.
Brian Gardner, ACM, Rosa Urtula, ACM, G. David Scott
Executive Director of Market Street Mission, Amy Chapman,
ADCM and Eric Siber, Complex Director
New Oakland Branch Director, Bruce Meyers, family, staff and
friends volunteered at the Alameda County Community Food Bank
on Martin Luther King Day.
The Syracuse, NY, branch held a Jeans and Jersey Day fundraiser
to benefit Junior Achievement.
Portland, OR, Financial Advisor Courtney Mersereau served on
the board of Levé, a volunteer organization made up of young,
professional women who choose and support a local nonprofit
every year. Courtney helped to organize a Charity Ball that raised
$46,500 to benefit Loaves Fishes.
In Brief
For additional stories about what’s going on in RBC
Wealth Management branches across the country, make
sure to read Values in Action success stories on InfoNET.

Portfolio
The Boston Complex helped the community beat cancer when they sponsored the
Jimmy Fund Scooper Bowl to benefit kids with cancer.
The Eugene and Portland branch
employees joined together and raised
$20,000 for CASA of Lane County. Eugene
Branch Director Jane Hoselton presented a
check to Megan Schultz, Executive Director
of CASA of Lane County, during the football
game against Arizona State at Autzen
stadium. The event included game tickets
and a hospitality tent for clients and
guests. Everyone had a fantastic time!
Jane Hoselton presents $20,000 check to
CASA of Lane County
Portfolio is an internal
publication of RBC
Wealth Management – U.S.
published by Corporate
Communications.
Fall 2012
Editorial board
Tammy Benson
Ann Hoen
Angie Johnson
Kelly Johnson
Jenny Schueller
Julianne Schurman
Kimberley Washington
Ann Wasik
Gretchen Williamson
contributing writers
Angie Johnson
Molly Smith
Greg Swoverland
Ann Wasik
Design and Production
Kimberley Washington
Tara Grosse
Send story ideas or comments
to the Portfolio Newsletter
mailbox.
Boston Complex at the Scooper Bowl
In the Community:
Fighting For Air One Step at a Time
When Houston Financial Advisor Heather Hardee-Gobert heard about the Fight For Air event to
benefit the American Lung Association she knew she wanted to participate. The cause was close
to her heart…and lungs. She suffers from seasonal asthma and her “Nana” and her husband’s
grandfather suffer from emphysema.
Heather trained for six weeks before joining 500 men, women and children who climbed 48 floors
of the First City Tower which happens to be home to RBC Wealth Management’s Houston offices.
She finished the climb in 11 minutes and 19 seconds finishing fifth in the Women’s age 20-29
division. More impressive, Heather was the top overall fundraiser in Houston raising $3,650 for the
American Lung Association, far more than her $1,000 goal.
So, why did Heather endure grueling workouts to race to the top of a 48-story building? “It’s a great
cause and it’s all worth it,” Heather said. “I had a blast!”
Heather Hardee-Gobert

RBC_Fall2012-Portfolio

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