Extended team

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.

Michel Bétournay, Financial Planner, obtained a Bachelor of Business Administration degree (major in accounting) from HEC Montréal in 1991, and earned the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) in 2002.

Michel joined RBC Financial Group in 1993, and has fourteen years’ experience as a Financial Planner, twelve of which were spent with the Compass Financial Planning team.

Michel’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

As a Premier Banking Advisor for the Montreal market, Suvra Das works as a single point of contact, providing personal banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region of Montreal, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With more than 13 years of experience in both personal and business financial services with RBC, Suvra is respected among his clients, industry peers, and has been well recognized in the organization for his contribution. Born in Asia and residing in greater Montreal area for the last 22 years, Suvra is committed to giving back to his community, and contributes to raising funds yearly at the ISKCON Montreal temple for the purpose of the distribution of free vegetarian meals.

He currently resides in the Montreal West Island area with his wife and young son. He is passionate about the electric vehicle industry. Suvra fluently speaks; French, English, Bengali and Hindi.