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Shawna is a Chartered Professional Accountant (CPA), and holds a Master of Taxation (MTax) degree from the University of Waterloo as well as her Bachelor’s degree in Commerce from McGill University. She is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF).
Prior to joining RBC, Shawna was a taxation manager at a Montreal based accountant firm, providing sophisticated tax and wealth management planning to high net worth individuals and corporate clients.
Shawna's area of expertise includes personal, corporate and estate tax planning, wealth preservation and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Shawna works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients.
Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree(D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.
As a Private Banker, Araz Jaroudi brings over 10 years of experience in financial services to his role. Araz and his team provide High-Net-Worth Families, Executives and Business Owners with one of Canada's most comprehensive suites of Wealth Management solutions.
As part of each client's tailored package, Araz designs and implements personalized banking, cash management, short- and long-term wealth plans and flexible credit solutions. He also works closely with experts from across RBC to provide his clients with a complete range of wealth services and solutions – including complex credit, investment management, business planning, estate planning and trust services.
Clients value Araz's many years of experience as a financial planner, and his expertise with respect to both business and personal finance and taxes. Araz is committed to understanding his clients' personal and financial goals, providing exemplary service and communication, maintaining client confidentiality, and ultimately delivering a comprehensive financial plan to preserve, diversify and grow his clients' wealth.
Araz holds a Bachelor of Commerce, with a Major in Finance from John Molson School of Business at Concordia University in 2009 and is Certified as Financial Planner by the ‘Institut Québécois de Planification Financière' in 2013.
He has been repeatedly distinguished throughout his career working in Major Banks based in Montreal and Dubai, he speaks fluently French, English, Spanish and Arabic.
With his competencies, expertise and people management skills, he is sure to know how to provide a dedicated and trusted Team approach and uphold a key role as part of your trusted advisor network and specialists.
As the Will and Estate Advisor for the Quebec region, Sabrina Silvano provides estate settlement strategies and solutions for clients and their families.
Sabrina works collaboratively with clients, their families and their trusted professionals in order to develop personalized multi-generational estate plans incorporating wills, testamentary and inter vivos trusts, and Protection Mandates. Through this process, she helps families ensure the protection of their patrimony and facilitates its smooth transfer to the next generation.
Sabrina is a highly leveraged resource to the Quebec region team providing insights and advice related to the ever changing laws on estate and trust structures. Her technical expertise complements her skill in managing the complexities of family dynamics. She brings a compassionate, expert perspective that is welcomed by families who may be struggling with the difficult decisions that often accompany estate planning, whether it’s protecting an heir with a disability, providing for children from a previous union, minimizing family conflict or dealing with beneficiaries or assets that are situated outside of Canada.
Fully bilingual, Sabrina holds a Bachelor of Laws (LL.B.) and a Juris Doctor (J.D.) in North American Common Law from the University of Montreal and is a member of the Quebec Bar.
Ana's reputation is built on the outstanding level of service she provides. Motivated by a strong desire to help clients achieve their wealth goals, her focus as an Estate Planning Specialist is to build trust and loyalty first rather than only helping with a snapshot of their financial situations.
Driven to make an impact, Ana emphasizes building strong relationships and spends time making sure people are heard while addressing their concerns. She identifies and recommends the right solutions to meet both current and future lifestyle needs while minimizing risk to their existing wealth.
Ana joined the financial services industry in 2006 after receiving her degree from Concordia University in Mathematics and Statistics (BA). It was there that her analytical side and attention to detail flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.
As a Premier Banking Advisor for the Laval, Pointe-Claire, Gatineau and French Ottawa markets, Gabriel Felix works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With his 10 years of experience in customer services and financial services within RBC; Gabriel is respected by his clients, his peers and the industry. This person is recognized for the efforts invested in his work and his daily personal investment.
Gabriel was born and raised in Montreal. He did his University studying in Montreal, Outaouais and Bordeaux, France. When he is not working hard for his clients, he enjoyed practicing winter and summer sports; spending time with his family and friends; very curious individual, he is always looking to enhance his knowledge.
Gabriel is perfectly bilingual (English, French) and fluent in Caribbean Creole.
Vivian is a Group Benefits Specialist with over 18 years of experience in the Financial Industry. She's helped over 300 financial professionals build and develop their practice by offering unique Insurance solutions.
Vivian thrives on finding the perfect solution for her high net worth clients, whether you’re a professional, business owner, or family. She takes pride in helping others build their financial freedom and stability.
Vivian has a Bachelor in Computer Science, is a Registered Life Underwriter and holds a certificate in Financial Planning.
Caroline is a Risk Assessment Insurance Specialist with over 30 years of experience in the insurance industry. She provides tailored Home, Automobile & Liability insurance solutions through a Personal Risk Assessment; protecting the lifestyle and wealth of High Net Worth clients, their families and multiple generations.
During her career, Caroline held numerous roles such as Manager and Business Development of the Group Home and Auto division and Manager of the High Net Worth Eastern Division at Marsh Canada Limited - one of the world’s largest risk management firm. She also brought her experience to Covera, a FinTech Startup, and HUB International before joining
RBC Private Insurance.
Whether you are just starting or have complex needs, Caroline will provide you with the best insurance solution as your exposure changes. Licensed nationally, she prides herself on customizing coverage for her clients' hard-earned lifestyles.
When not taking care of clients, you may find Caroline fishing, paddleboarding, kayaking or snowshoeing on the Richelieu River, or traveling to see her family in France and the USA.