Our RBC partners

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. He is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F.Pl.) duly registered under the Institut québécois de planification financière (IQPF).

Prior to joining RBC Wealth Management, Mathieu was 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.

As a Senior Trust Advisor, Frédéric Morin is responsible for managing a complex book of accounts and serves clients throughout Quebec out of the Montreal office. Frédéric works with families, individuals and businesses to provide customized estate, trust, and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Frédéric can help.

Holder of a law degree from the Université de Sherbrooke, Frédéric practiced law for four years. He later obtained his accreditation from the Institut québécois de la planification financière (IQPF) and served as a financial planner for three years at RBC Royal Bank. Member of the Quebec Bar, Frédéric continues to deepen his knowledge and expertise and is studying to become a member of the Canadian division of the Society of Trust and Estate Practitioners (STEP).

With a career focused on building client relationships, Frédéric is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.

Frédéric understands that no two clients are the same and actively collaborates with his RBC Estate and Trust partners to find the solution that’s right for the client.

With more than 25 years of loyal service at RBC, Carole Gherlenda assumed the position of Private Banker in Quebec City in 2010. Having gained eight years' experience in human resource management, she appreciates the personal contact that her new position dedicated to high net worth clients affords. Her background as Account Manager, Business Financial Services in large urban centres has helped prepare her to provide effective advice to business people who benefit from RBC Private Banking services.

Working as a Financial Planner since 2002, Ms. Gherlenda has a Master in Business Administration (MBA). The development and wealth management of a small group of clients suits her perfectly; in fact, in addition to providing a personalized service, she is able to focus on her clients' individual needs and consider all aspects of their lives, be it family, business, succession, or other matters. “I enjoy visiting my clients in their own environment to better understand their needs. This way, everyone benefits from the best services available, from the more simple daily banking solutions to the more sophisticated and intricate planning solutions based on their personal situation.”

Ms. Gherlenda coordinates a number of specialized services with experts to whom she refers in all circumstances. This reflects the true strength of RBC Private Banking—offering a single point of reference for the latest services and advice most suited to the client's profile. “We work together with the right people to identify the most appropriate solution for each of our clients.”

Wealth management calls for comprehensive expertise to provide an exceptional service, one that makes the clients' lives so much easier. “We are part of our clients' business entourage, and sometimes even their families! Trust is something we earn. We are therefore always available, making sure our clients can count on our support every day.” Carole Gherlenda's passion for human relations is her key motivating factor.

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.

En sa qualité de Conseillère, Banque Privée Première, dans les marchés de Québec, Beauce et Chicoutimi, Glaphyra Elodie Révolus agit en tant que point de contact unique auprès de la clientèle de RBC Gestion de patrimoine - Canada ainsi que de leur famille pour leur offrir des solutions bancaires et de crédit personnelles. En collaboration avec les Conseillers en placement, elle offre des services et des conseils personnalisés aux clients afin de leur faire économiser du temps et répondre efficacement à leurs besoins bancaires courants.

Avec plus de cinq années d'expérience en matière d'offre exceptionnelle de service à la clientèle et trois années d'expérience dans le secteur des services-conseil en solutions bancaires au sein de RBC, Glaphyra croit en l'importance de l'approfondissement des relations avec les clients, tout en répondant à leurs besoins immédiats et en explorant d'autres opportunités judicieuses pour une prestation de service conseil supérieure.

Déterminée à avoir un impact positif sur sa collectivité, Glaphyra s'est impliquée avec enthousiasme dans les causes au sein de RBC, notamment la campagne Centraide, ainsi qu'au sein de sa collectivité en étant membre de la Fondation Haïti Partage.

Glaphyra est née et a grandi en Haïti et a déménagé avec toute sa famille au Canada au début de son adolescence. Elle a su garder un amour pour sa patrie d'où sa passion pour la musique haïtienne et antillaise. Glaphyra a un intérêt poussé pour la découverte de cultures étrangères à travers la lecture de livres historiques écrits par des auteurs étrangers. Elle aime aussi pratiquer le volleyball et surtout le badminton et tente d'approfondir ses compétences dans ces activités sportives.

En sa qualité de Conseillère, Banque Privée Première, dans les marchés de Québec, Saint-Georges et Chicoutimi, Marie-Christina Boisrond agit en tant que point de contact unique auprès de la clientèle de RBC Gestion de patrimoine - Canada ainsi que de leur famille pour leur offrir des solutions bancaires et de crédit personnels. En collaboration avec les Conseillers en placement de sa région, elle offre des services et des conseils personnalisés aux clients afin de leur faire économiser du temps et répondre efficacement à leurs besoins bancaires courants.

Après plus de 7 ans dans le domaine financer et notamment à RBC au cours des 5 dernières années, Marie-Christina a été reconnue pour son service à la clientèle hors pair, son leadership et son esprit d'équipe, faisant d'elle une personne-ressource dans son milieu.

Déterminée à avoir un impact positif sur sa collectivité, Marie-Christina s'est impliquée avec enthousiasme dans différentes causes au sein de RBC, notamment avec le défi FRDJ - Roulons pour le diabète et comme bénévole à la journée emballage de cadeau pour les enfants du Centre multiethnique de Québec.

Marie-Christina est née et a grandi à Québec, elle a eu la chance de faire des études en langues et de passer plusieurs mois sur plusieurs années aux États-Unis, ce qui lui permet d'accompagner sa clientèle en français, en anglais et en espagnol.

Marie-Christina aime passer du temps avec sa famille et ses amis, faire des activités extérieures ou faire du sport. Elle a un intérêt marqué pour tout ce qui touche les voyages. Elle aime beaucoup découvrir de nouveaux endroits et elle et toujours prête pour une nouvelle aventure.

Paule specializes in tax and estate planning for ultra-high-net-worth families.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Paule has a Bachelor’s degree in Commerce from l’École des Hautes Études Commerciales (HEC) and a Master’s degree in Tax Law from the Montreal University. She has completed the Securities Dealers Course from the Canadian Securities Institute.

As a Chartered Professional Accountant, Paule has more than 30 years of experience in tax and estate planning consulting, in CA firms as well as in life insurance and securities dealer companies. Paule is a frequent lecturer at annual conferences and technical seminars of l’Association de planification fiscale et financière and other professional associations and an active writer of reference papers on tax and estate planning topics.

Paule is a member of the executive committee of STEP Montreal and is regularly involved in various committees of the Association de planification fiscale et successorale. Paule is a member of the Ordre des comptables professionnels agréés du Québec, the l’Association de planification fiscale et successorale, the Canadian Tax Foundation, the International Fiscal Association and the Society of Trust and Estate Practitioners.