The Borelli Group

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.

As an Estate Planning Specialist, Daniel Duchesne gives advisors and their clients something they weren’t expecting. A different discussion about life insurance – one in which they are completely comfortable.

As Daniel puts it, “So many clients say: ‘Why has no one had this discussion with me before?’ The image they had of life insurance is transformed. They say, ‘Wow – I didn’t know insurance could do that.’”

Daniel has an innate ability to put those around him at ease – by simplifying complex matters. His goal is to have two happy clients, the advisor and their client.

Everything he and his team do is for one single reason – to help clients preserve and enhance personal and corporate wealth. They are always asking themselves: “If the client was our parent, would we recommend the same thing?”

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.