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
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.