Financial Planner Specialist
Shan-Shan holds a graduate degree in taxation (DESS) from HEC Montreal and an accounting degree from UQAM. She is also a member of the CPA, CGA Order of Quebec and financial planner (Pl. Fin.) duly registered under the Institut Québécois de Planification Financière (IQPF).
Prior to joining RBC Wealth Management, Shan Shan worked at a major accounting firm and in a financial services firm, providing sophisticated tax and wealth management planning to High Net Worth individuals. Her expertise lies in international taxation for individuals, incorporated professionals and dealing with technical tax and financial planning challenges.
As a Financial Planning Specialist at RBC Wealth Management Services, han-Shan works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
Financial Security Advisor
Noel Bonnici, FCIA, FSA
Vice-President & Financial Security Advisor, RBC Wealth Management Financial Services Inc.
When everything matters.
For the most critical situations and most complex clients, it is Noel who gets the call.
Noel is different because of what he calls Science and Simplicity: as a Fellow of the Canadian Institute of Actuaries, he has the deepest knowledge – yet advisors and clients remark upon how simply he articulates the most complex issues.
Simply put, Noel and his team are called in when everything matters. They are never outplanned. Their vision is to be nothing less than world leaders in life insurance solutions for affluent families.
With over 25 years in financial services, Noel has an intense enthusiasm for work and life that sets him apart (including a habit of grabbing the mic and a passion for extreme sports), and a belief that the best can be even better.
Will & Estate Consultant
Prior to joining RBC Wealth Management, Michael Neudorf specialized in personal, estate and corporate planning for clients in a national law firm. In particular, Michael focused on providing tailor-made service to clients by assisting them in navigating through personal and legal issues in the most tax-efficient manner.
Michael obtained his Bachelor of Law (LL.B) in 2015 from the University of Montreal and was called to the Barreau du Quebec in 2016. Michael also holds a B.A. from McGill University in Political Science and History. In continuing his studies, Michael is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.
Michael is an active member of the Canadian Tax Foundation, the Association de planification fiscale et financière, the International Fiscal Association and the Canadian Bar Association.