Holder of a Bachelor of Commerce, Ms. Aversa has been with RBC since 1988. She has twice been honoured and rewarded for her extensive knowledge thanks to the various positions held over the years, and her proactive drive in several departments. As a Financial Planner since 2003, she has developed effective strategies for consumers.
Building on this experience, Ms. Aversa became a Private Banker in 2005. She acts as a resource for all the financial needs of her clients, who come from various backgrounds. “I make sure to quickly find the most effective solutions; for more complex demands, I work with our experts to offer a comprehensive approach that is tailored to each situation.”
With the support of a professional team and with all RBC resources, Ms. Aversa makes life easier for her very busy high net worth clients by delivering quality service. “The personalized relationship that I develop based on honesty and confidentiality means I can work with clients and their families in a climate of trust.”
The RBC Private Banking team delivers top-quality professional services and informed advice on all financial matters. “We are advisors who accompany clients through every step of a process, whether it is developing a financial structure or daily management facilities.”
Ms. Aversa is also very committed to volunteer work. She devotes part of her time to Montreal's Jewish General Hospital, Hôpital Maisonneuve-Rosemont and Old Brewery Mission.
Shawna Bratin, CPA, M.Tax, F.Pl., TEP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Shawna is a Chartered Professional Accountant (CPA), and holds a Master of Taxation (MTax) degree from the University of Waterloo as well as her bachelor’s degree in Commerce from McGill University. She is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF), and a member of the Society of Trust and Estate Planners (Quebec chapter). Prior to joining RBC, Shawna was a taxation manager at a Montreal-based accounting firm, providing sophisticated tax and wealth management planning to high-net-worth individuals and corporate clients. Shawna's area of expertise includes personal, corporate and estate tax planning, wealth preservation and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Shawna works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
Ana's reputation is built on the outstanding level of service she provides. Motivated by a strong desire to help clients achieve their wealth goals, her focus as an Estate Planning Specialist is to build trust and loyalty first rather than only helping with a snapshot of their financial situations.
Driven to make an impact, Ana emphasizes building strong relationships and spends time making sure people are heard while addressing their concerns. She identifies and recommends the right solutions to meet both current and future lifestyle needs while minimizing risk to their existing wealth.
Ana joined the financial services industry in 2006 after receiving her degree from Concordia University in Mathematics and Statistics (BA). It was there that her analytical side and attention to detail flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.