Financial Planner Specialist
Karen Loupelle joined RBC Financial Group in 1991 and has gained a unique understanding of high-net-worth clients’ needs through roles with Royal Trust, RBC Investments, and RBC Dominion Securities.
Mrs. Loupelle has earned the Financial Planner designation granted by the Institut québecois de planification financière (IQPF) in 2004. She has 13 years of experience as a Financial Planner, ten of which were spent with the Compass Financial Planning team dealing with high-net-worth individuals, and she is studying for her CPA with McGill University.
Karen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
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
A lawyer specializing in estate law for more than fifteen years, Bonnie Kaplan has worked with thousands of clients over the years to help develop effective estate plans from a tax, personal and legal perspective. Bonnie left private practice with a Montreal law firm in 2003 to join RBC Wealth Management in its early stages. As a senior member of the Wealth Management team, Bonnie meets with high net worth clients – entrepreneurs, philanthropists, retirees, singles and couples – to discuss tax and estate strategies tailored for the particular client situation.
Along with her LL.B. conferred by the Université de Montréal, Bonnie holds an M.A. (education) from the Université de Montréal and a B.A. from McGill. She was called to the Barreau du Quebec in 1996. Bonnie has, also, completed Parts I and II of the CICA (now CPA) In-Depth tax courses.
Bonnie is an active member of The Society of Trust & Estate Practitioners (Quebec chapter), the Canadian Bar Association (Quebec) and the Association de Planification Fiscale et Financière.