- Home
- Meet the team
- Achieve your goals
- Wealth Management
- Wealth management strategy
- Investment solutions
- Family wealth management
- What is wealth management?
- Insurance and estate planning
- Wealth Transfer Report
- Estate planning
- Power of Attorney
- Insurance
- Estate solutions
- Estate planning checklist
- Financial Literacy Program
- Resources
- Contact Christian
- Blog
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.
Joseph Di Niro, LL.B, D.D.N.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients. Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree (D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law (LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.
Mananjo Andriantsara brings more than two decades of extensive wealth management and financial planning experience to RBC Wealth Management, Private Banking. As a Private Banker, Mananjo provides comprehensive wealth management and financial planning strategies to high-net-worth business owners, executives, professionals and their families.
Based in Westmount, Mananjo works with a select number of clients in the Greater Montreal Area to address their often-complex banking, credit and wealth management needs through customized banking and financial solutions. His goal is to deliver unparalleled service while building lasting relationships based on a thorough understanding of each client's unique needs and goals.
When necessary, he collaborates with specialists across RBC to provide clients with a complete range of complementing services. Ranging from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit, Mananjo can propose targeted strategies to help clients achieve their short- and long-term goals.
Mananjo draws on more than five years of experience at RBC, consisting of a range of asset management and wealth management roles.
After earning a bachelor's in business administration from HEC Montreal, Mananjo has continued to deepen his knowledge and experience with key industry designations such as Financial Planner. Mananjo is a member of The Institute of Financial Planning. To support the community, he volunteers with Centraide.
Carlos started his career in financial services more than 33 years ago, taking on numerous roles in personal and commercial banking. As manager, personal financial services, he completed his Financial Planning designation
in 2004 and became a branch financial planner. Carlos joined RBC Wealth Management in 2010 as a financial planning analyst with a focus on preparing comprehensive financial plans.
In his current role as a Financial Planning Consultant, Carlos will work with and support your advisor in preparing and presenting comprehensive financial projections.
Customized wealth planning for your financial future
At RBC, we recognize that with greater financial resources comes greater financial complexity. Wealth planning is an essential part of keeping your finances on track and working towards your goals. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer a customized plan delivering a holistic view of your evolving wealth management needs and track progress towards meeting your future financial goals. Personally prepared by Carlos
Pascual, a Financial Planning Consultant, your customized plan will provide a complete view of your goals, priorities, and solutions – developing valuable insights into how to reach short- and long-term goals. Your plan will consider such strategies to reduce taxes, ensure your retirement lifestyle, and protect your financial security. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
As the Will and Estate Advisor for the Quebec region, Sabrina Silvano provides estate settlement strategies and solutions for clients and their families.
Sabrina works collaboratively with clients, their families and their trusted professionals in order to develop personalized multi-generational estate plans incorporating wills, testamentary and inter vivos trusts, and Protection Mandates. Through this process, she helps families ensure the protection of their patrimony and facilitates its smooth transfer to the next generation.
Sabrina is a highly leveraged resource to the Quebec region team providing insights and advice related to the ever changing laws on estate and trust structures. Her technical expertise complements her skill in managing the complexities of family dynamics. She brings a compassionate, expert perspective that is welcomed by families who may be struggling with the difficult decisions that often accompany estate planning, whether it’s protecting an heir with a disability, providing for children from a previous union, minimizing family conflict or dealing with beneficiaries or assets that are situated outside of Canada.
Fully bilingual, Sabrina holds a Bachelor of Laws (LL.B.) and a Juris Doctor (J.D.) in North American Common Law from the University of Montreal and is a member of the Quebec Bar and gained her TEP designation in 2018.
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.
As a Private Banking Advisor, Lina serves as the primary point of contact, Providing personal banking and credit solutions to clients of RBC Wealth Management. In collaboration with investment advisors in her region, she offers personalized service and tailored advice to help clients efficiently manage their daily banking needs
With over 8 years of experience in personal banking services across various roles at RBC, Lina has been consistently recognized for her exceptional customer service, sound advice and excellence in her work
Lina holds a Bachelor’s and Master’s degree in business Administration and is fluent in French, English, and Arabic. She resides in the Laval area and is passionate about travel and sports in general
Nathalie Fisette-Caza, MBA, F.Pl., M.Tax, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Nathalie specializes in tax and estate planning for ultra-high-net-worth families.
As a Vice President, High Net Worth Planning Services, Nathalie, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor degree in international commerce from l’École Supérieure de Commerce (ESC) in Poitiers, France. She is a Certified Financial Planner and has completed the Securities Dealers Course from the Canadian Securities Institute.
Nathalie has more than 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity and estate planning.
Nathalie is an active member of the executive committee of Society of Trust and Estate Practitioners (Quebec branch). She is also a member of the Association de planification fiscale et financière, the Institut Québécois de planification financière (IQPF) and the Canadian Tax Foundation (CTF).