Our RBC Partners

Erin Lesser is a Quebec-based lawyer who joined the RBC Family Services Office as a Will and Estate Consultant in January of 2023. Prior to joining RBC, she gained more than six years of experience in the fields of taxation and estate planning through working at a boutique, tax-focused Montreal law firm and then a mid-sized accounting firm. She earned a Bachelor’s degree from Concordia University and then completed both her civil law degree and juris doctor at the University of Montreal. She also obtained her Society of Trusts and Estates Practitioners (STEP) diploma in 2020, and is currently working to complete the CPA Canada In-Depth Taxation course. Erin is committed to providing clients with practical, creative and appropriate solutions for their estate planning needs. Not only has Erin practiced in estate planning and various other areas of taxation, she also has experience in Will and mandate drafting, estate administration and international estate concerns. As a result, she is able to guide clients towards a tax-efficient estate plan in addition to addressing any particular needs or wishes clients may have regarding their estate. Active in the legal community, Erin is a member of the Canadian Tax Foundation’s Young Practitioner’s Committee, she is the acting second vicepresident of the Lord Reading Law Society and is a member of the Society of Trusts and Estates Practitioners. She is also a volunteer mentor to McGill and Concordia university students considering a career in law. 

Nelly holds a Master’s of Business Law from Université Paris 1 (Panthéon- Sorbonne), and a D.E.S.S. in International Business Law from Université Paris Descartes.She received her financial planner designation from the Institut québécois de planification financière (IQPF) in 2004.

Nelly has over 15 years of experience as a financial planner. Before joining RBC, Nelly worked with financial advisors’ clients to optimize their financial position and wealth by creating strategic action plans customized to their needs.

Mathieu holds a Master of Business Administration (MBA) and a bachelor’s degree in Finance from Université Laval. Passionate about the financial planning field, Mathieu completed a specialized graduate diploma in Tax (D. Tax) from Université du Québec à Montréal. He is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F.Pl.) duly registered under the Institute of Financial Planning (IFP).

Prior to joining RBC Wealth Management, Mathieu was a manager of the financial services branch in a Canadian securities firm where he provided sophisticated wealth management planning to high-net-worth individuals.

As a Financial Planning Specialist at RBC Family Office Services, Mathieu works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Stéphane began his career in the financial services industry in 1997 as a Financial Security Advisor. Intent on helping his peers succeed, he was promoted to a management role in 1999. Over the years, he has taken on ever-increasing responsibilities. Specializing in estate planning solutions, Stéphane is proficient at proposing and implementing innovative and effective tax solutions in response to a variety of wealth management needs. He designs personalized, insurance-based solutions, both for individuals and corporations, to help increase their net value, reduce the tax burden and protect wealth by relying on insurance solutions including life, living benefits and life annuity products. Stéphane is also able to assist you in setting up your policies to ensure that your wealth is transferred to your heirs according to your wishes.