Our RBC Partners

Michael Sitaras is a Chartered Professional Accountant (CPA) and he is a financial planner duly authorized by the Institute of Financial Planning Quebec. He holds a certificate from CPA Canada’s In-Depth Tax Program as

well as a Bachelor of Commerce degree from Concordia University’s John Molson School of Business.

Prior to joining RBC Wealth Management, Michael was a taxation manager at a major accounting firm in Montreal, providing sophisticated tax and wealth management planning to high-net-worth individuals and corporate clients. Michael’s area of expertise includes personal and corporate tax planning. As a Financial Planning Specialist at RBC Family Office Services, Michael works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Specialized financial planning

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer

you our highest level of financial planning. Personally prepared by Michael Sitaras, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your

cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your

advisor is pleased to offer this service to you on a complimentary basis.

Pierre earned his Bachelor of Science (B.Sc.) and his Masters in Business Administration (MBA) with a specialization in financial services from UQAM. He has his designation from the Institut Québécois de planification financière (IQPF) and has completed the Professional Financial Planning Course (PFP) from the CSI. He is also a Fellow of the Canadian Bankers Institute.
Pierre has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 26 years in the financial sector.

His role consists of working with your advisor and to assist in the establishment and the presentation of comprehensive financial plans for clients.

Janie began her career in Canadian taxation prior to joining a life insurance company where she provided advice to high-net-worth clients by integrating sophisticated insurance strategies within their tax and estate plans. In 2018 she joined RBC to pursue her passion: helping families simplify complex situations and structure their planning to promote multigenerational success.

Leveraging her expertise in taxation, accounting, and the uniqueness of family enterprise, Janie applies a holistic approach to each situation. She works closely with you and your advisors to implement customized solutions that will maximize wealth and address your estate needs through the lens of continuity.

Janie has a Master’s degree in Law (Taxation), is a Family Enterprise Advisor and Family Enterprise Canada Board Director, Certified Professional Accountant, Financial Planner and certified by the Family Firm Institute in Family Business and Wealth Advising. She is also a tax lecturer at Laval University.

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.

Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. She has achieved her TEP designation from STEP (The Society of Trust and Estate Practitioners), has completed the In-depth Tax Issues for the Owner-managed Business course and all three levels of the In-depth Tax course through the CPA. In 2009, Aileen joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Prior to joining RBC, Aileen practiced law in Vancouver and Toronto, specializing in estate and trust planning, and tax litigation. Aileen is a committed community volunteer, currently serving as Treasurer of STEP Canada and as a board member of the Canadian Dupuytren Society. She is a former Trustee of the YMCA of Greater Vancouver Foundation (serving for 9 years) as well as other local not-for-profits in BC. She is also a member of STEP Canada, the Canadian Association of Gift Planners, as well as the Canadian Tax Foundation.

In her capacity as an Estate Planning Specialist, Caroline assists clients achieve their wealth management goals through the application of insurance solutions.

Formerly a Chiropractor with her own practice, Caroline understands what it means to be a business owner but also to care for her clients. She took the time to listen to their medical concerns but cared for them holistically.

Faced with a critical health event in her family, she closed her practice and experienced the benefits of insurance firsthand and how the claims process works. Caroline then spent 10 years working for a Canadian insurance company before joining RBC. There she shared her knowledge, experiences, and passion for life insurance and the benefits it provides in support of life's circumstances.

An avid sportswoman, Caroline begins each day at the gym. In her free time, she and her family love to travel the world experiencing other cultures.

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.