The best results are achieved working in partnership with a team of professionals with expertise in every area related to the management of your wealth. This includes legal, accounting, wills and estates and insurance. If you have an existing relationship with professionals in these areas, we will be pleased to work with them to coordinate our expertise.
Our multidisciplinary team of professionals offers our clients expertise in every area of wealth management.
Financial Planning Specialist
Michel earned his Bachelor of Business Administration degree (major in accounting) from HEC Montréal, and a Financial Planner designation from the Quebec Institute of Financial Planners (IQPF). He joined RBC Financial Group in 1993, and has seven years' experience as a Financial Planner, five of which were spent with the Compass Financial Planning team.
Will and Estate Planning Advisor
Bonnie Kaplan is an attorney who specialized in estate law during five of the six years she spent in private practice before joining our RBC team. Bonnie has an LL.B. and a Master's in education from the University of Montreal, as well as a B.A. from McGill University. She is a member of the Society of Trust & Estate Practitioners (Quebec) and the Canadian Bar Association (Quebec division).