Jennifer Katsaros, B.Comm., LL.L., LL.M.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Prior to joining RBC Wealth Management, Me Jennifer Katsaros launched her career at one of the largest Quebec-based networks of notarial firms in Montreal. During this period, Me Katsaros developed an expertise in Will and estate planning, as well as acquired a specialized knowledge in estate settlements and non-contentious procedures. To further her knowledge in the field of estate planning, Me Katsaros later joined a major Quebec law firm that specializes in taxation, where she specialized in estate settlements and estate planning for high-net-worth individuals.
These combined experiences ensure a holistic viewpoint and a collaborative approach to the client experience.
Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2016, Me Katsaros obtained her Master's in Notarial Law (LL.M.) from the University of Montreal in 2015, after having obtained her Licentiate in Law (LL.L.) from the University of Ottawa in 2014. She also holds a Bachelor of Commerce (B.Comm.) from the John Molson School of Business, Concordia University since 2008.
Karen Loupelle joined RBC Financial Group in 1991 and has gained a unique understanding of high-net worth clients’ needs through roles with Royal Trust, RBC Investments, and RBC Dominion Securities.
Mrs. Loupelle has earned the Financial Planner designation granted by the Institut québecois de planification financière (IQPF) in 2004. She has 13 years of experience as a Financial Planner, ten of which were spent with the Compass Financial Planning team dealing with high-net worth individuals, and she is studying for her CPA with McGill University.
Karen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Richard Cléroux, MBA, LL.B, F.Pl., FCSI, CIM, JD, CIWM, CFP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Richard has a Master in Business Administration (MBA) and a bachelor degree in Civil Law (LL.B.) from University of Sherbrooke as well as a bachelor degree in Common Law (Juris Doctor) from Queen’s University in Kingston. He is a Certified International Wealth Manager (CIWM), a Fellow of the Canadian Securities Institute (FCSI), a Canadian Investment Manager (CIM), a Certified Financial Planner Professional (CFP) from the Financial Planner Standard Council and a Financial Planner from the “Institut Québécois de Planification Financière” (F.Pl.).
Before joining RBC Family Office Services in 2015, Richard worked in the securities industry with Canadian and American brokerage firms and with the Montreal Exchange, where he worked as a Trader, Banker, Financial Advisor, Private Advisor and Financial Planner. He also spent three years in a Montreal based law firm specialized in business law.
Richard’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.
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 and gained her TEP designation in 2018.
When everything matters: it is Noel who gets the call for the most critical situations and complex clients.
With over 25 years' experience in the financial services industry, Noel is different because of what he calls Science and Simplicity. As a Fellow of the Society of Actuaries he has extensive technical knowledge to share, yet advisors and clients alike remark how simply he articulates the most complex issues. These skills are what lead people to call Noel and his team when everything matters.
With the vision to be a world leader in providing life insurance solutions for affluent families and an intense enthusiasm for work, it is Noel's zest for life that sets him apart. He has a habit of grabbing the mic, a passion for extreme sports and a belief that the best can be even better.
Joseph Di Niro, LL.B, D.D.N.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
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 with RBC Wealth Management, Private Banking, Luigi Iannacci provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families on Montreal's West Island and the surrounding area.
Mr. Iannacci has been with RBC for 18 years, and spent the last nine years as a Financial Planner with RBC Royal Bank, where he worked closely with his clients to assist them in comprehensively addressing their financial affairs.
In his role as Private Banker, Mr. Iannacci now works to provide seamless, unparalleled banking and financial solutions for clients with often-complex banking and credit needs. As needed, he partners with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and philanthropic strategies, and domestic and international trusts.
Mr. Iannacci holds a bachelor's degree with a major in economics from Concordia University. He has also earned the designation of Financial Planner from the Institut québécois de planification financière (IQPF) and completed personal finance and investment courses with the Institute of Canadian Bankers, which give him insight into the ongoing planning and a taxation needs of his clients.
Born and raised in Montreal, Mr. Iannacci is fluent in English, French and Italian. Away from the office, he is a volunteer coach for his son's soccer team, and takes part in annual fundraising events for the Juvenile Diabetes Research Foundation (JDRF).
Since joining RBC in 1986, Lynda Henry has assumed various responsibilities, including advising clients in her role as Financial Planner. Her strong client commitment approach took her to Private Banking, where she has been able to develop long-standing relationships with her clients.
A Private Banker since 2005, Ms. Henry acts as a personal financial advisor, helping clients achieve their goals with support from RBC's best resources. “Our clients know we are there – and always will be there – to provide effective solutions for all of their short-, medium- and long-term financial needs.”
In addition to providing superior service, Ms. Henry supports her clients in everything related to their personal, family and professional financial structure. “Having in-depth knowledge of each client's situation means I can be more effective in making important decisions, which saves them time and money.”
The Private Banking team facilitates all transactions across the RBC network. “All services are brought under one roof to cover all the aspects of in-depth financial planning. Clients are supported by a team of professionals who work with them to consolidate their assets.”
A single phone call will give you an appreciation of her drive!
As a Premier Banking Advisor covering the Montreal Downtown, Uptown, McGill College, Laval and Pointe-Claire markets, Kareem works as a single point of contact, providing banking and credit solutions to RBC Wealth Management clients and their families.
Partnering with DS Investment Advisors and partners across the multiple regions he covers, he provides personalized service and tailored advice to help clients effectively manage their banking needs.
With over 10 years of experience in financial services, Kareem has quickly become a respected member of the banking community in which he works.
In the last 5 years Kareem has held various key positions within the network of RBC branches and Private Banking including that of Expert Banking Advisor. He has demonstrated leadership skills amongst his peers and the ability to provide excellent advice and customer service.
Born and raised in Beirut, Lebanon, Kareem studied Molecular & Cellular Biology and worked in international medical equipment sales before entering the financial industry. He holds a Certificate in Business Management from HEC Montreal and a certificate in Personal Finance from the Canadian Securities Institute. He is fluent in 3 languages (French, English and Arabic)
Kareem resides in the Montreal area, he enjoys keeping up to date on all matters within the financial industry, skiing and has a great passion for cooking.