As a Private Banker with RBC Wealth Management, Private Banking, Catherine Simard provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Quebec.
Ms. Simard works closely with her clients to provide seamless, unparalleled banking and financial solutions for their often-complex banking and credit needs. As needed, she may partner with specialists in tax, estate and investment planning from across RBC to provide a complete range investment management, estate planning and philanthropic strategies, domestic and international trust services.
Ms. Simard brings 19 years of financial services experience to her role, including 17 years with RBC. She began her RBC career as an account manager specializing in investments before pursuing her career as a financial planner, in which she worked closely with clients on the West Island of Montreal to comprehensively address their financial affairs. After moving to Toronto, she spent seven years in RBC roles including managing a financial planning team and as regional manager for RBC Global Asset Management.
Ms. Simard holds a Bachelor of Business Administration degree, specializing in accounting, from HEC Montréal, and a certificate in financial planning from the Université de Laval. She has also earned her diploma in financial planning from Institut québécois de planification financière (IQPF). All told, her credentials give her current perspective and insight to recommend the more appropriate planning and wealth management solutions for her high-net-worth clients.
Originally from Charlevoix in Quebec, Ms. Simard now calls Quebec City home. She is fluent in English and French.
Marie-Ève Lamontagne brings more than 14 years of banking and wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Marie-Ève Lamontagne offers comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Quebec City, Marie-Ève works with a select number of clients in the local area to address their often-complex banking, credit and wealth management needs by offering tailored, seamless banking and financial solutions. The goal is to deliver unparalleled service while building lasting relationships based on trust and a thorough understanding of each client's unique needs and goals.
When necessary, she collaborates with specialists across RBC to offer clients a full range of complementary services. These include investment management, estate and legacy planning, and domestic and international trust services, as well as sophisticated credit and leverage strategies to support individual short- and long-term goals.
Marie-Ève draws on more than 10 years of experience at RBC, consisting of various roles in management, on the financial planning team and in Wealth Management.
After earning a bachelor's degree in business administration from Université Laval, Marie-Ève went on to upgrade her knowledge and expertise by obtaining her Financial Planner designation.
As a private banker, Marie-Josée advises high net worth clients with more complex structures and financial needs. With experience in business, finance and financial planning, Marie-Josée provides sound advice and solutions that meet her clients' objectives.
Marie-Josée is particularly knowledgeable about the needs of health care professionals, senior executives and entrepreneurs. She uses her skills in both accounting and financial planning to provide relevant advice. She actively participates with clients and partners in developing effective financial planning and wealth management strategies.
Marie-Josée possesses both a financial planner and chartered professional accountant designation. She has a bachelor's degree in accounting sciences from Université du Québec à Trois-Rivières.
Thanks to her experience, Marie-Josée coordinates a team of specialists and ensures things are done in a timely manner. Through RBC Wealth Management, clients have access to a complete range of experts to effectively structure their personal finances.
Having worked with entrepreneurs for many years, Marie-Josée is well versed in the dynamics and needs of business people. She easily handles all aspects of financial and tax planning, estate planning and retirement planning.