Dario Borelli, CFA

Vice-President & Portfolio Manager

514-878-7099 | Email me

Simon Lam, CIM

Associate Advisor

514-878-7518 | Email me

Financial Planner Specialist


Karen Loupelle, F.Pl.

Financial Planner, RBC Wealth Management Financial Services Inc.

Financial Security Advisor


Daniel C. Duchesne, CLU, MBA, F.Pl.

Vice-President & Financial Security Advisor, RBC Wealth Management Financial Services Inc.

Will & Estate Consultant


Bonnie Kaplan, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management

Contact Us

If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

To meet with us, please contact Simon Lam at
514-878-7518 or send us an email:

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