Comprehensive Financial Strategies

Our Partnership with RBC Rochdale

The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.

Investment Team

Charles Luke, CFA

Chief Investment Officer

Paul Single

Managing Director

Investment Consultant

Kevin Betts, CPWA

Portfolio Management Team

Poul-Erik Olsen, CFA, CPWA®

Managing Director, Senior Portfolio Manager

Lindsey Cook, CFA, CPWA®

Senior Portfolio Manager

Adam Izaac, CFA, CPWA®

Portfolio Manager

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.

Securities and Advisory services offered through American Independent Securities Group, LLC. Member FINRA / SiPC. AISG is a SEC Registered investment advisor 664 S Rivershore Lane, Suite 105, Eagle, ID 83616. 866-485-4635. Comprehensive Financial Strategies is not affiliated with American Independent Securities Group, LLC.

Important Notice

You will now be redirected to a RBC Rochdale Website page.