Our RBC Partners

Valérie holds a diploma in taxation (D.Fisc) from the University of Sherbrooke, and is a member of the Board or Notaries of the Province of Quebec (Chambre des Notaires du Québec). Valérie obtained her master’s degree in Notarial Law (LL.M.) in 2018, after having obtained her Bachelor of Law (LL.B.) at Université Laval in 2016. Valérie was the co-recipient of the Antoine- Turmel Research Chair Scholarship on the legal protection of seniors. She also served as a mentor and lead mentor at the Student Support Centre of the Faculty of Law at Université Laval.

Prior to joining RBC Wealth Management, Valérie began her career as a notary in private practice at a notarial firm in Lévis specialized in Will and estate planning for high-net-worth individuals. During this period, Valérie developed an expertise in the matter. She is known for her ability to explain concepts, formalities and procedures in a clear and accessible manner to support her clients in making informed decisions tailored to their needs, while optimizing the tax aspects.

Valérie is experienced in drafting Wills, including fiduciary Wills. She also acquired specialized knowledge in non-contentious and estate settlement matters, including post-mortem tax planning.

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.