Anne-Sophie is a registered member of the Bar of Quebec since 2016. She holds a Bachelor of Civil Law degree from the University of Montreal and a Master of Taxation degree from the University of Sherbrooke. She is also a Financial Planner, duly registered under the Institute of Financial Planners.
Prior to joining RBC, Anne-Sophie was a senior associate in taxation at a Montreal-based accounting firm, providing tax planning services to a wealthy business-oriented clientele and major well established real estate investors in Canada and overseas. She then took on the role of senior manager in tax and estate planning at a national financial institution, providing support to private wealth management financial advisors as part of the services offered to high-net-worth clients.
Anne-Sophie’s area of expertise includes personal and corporate tax planning, as well as estate planning. As a Financial Planning Specialist at RBC Family Office Services, Anne-Sophie works jointly with your advisor to prepare and present your comprehensive and detailed Compass Financial Plan.
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 BA from McGill University in Political Science and History.
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.
Ana's reputation is built on the outstanding level of service she provides. Motivated by a strong desire to help clients achieve their wealth goals, her focus as an Estate Planning Specialist is to build trust and loyalty first rather than only helping with a snapshot of their financial situations.
Driven to make an impact, Ana emphasizes building strong relationships and spends time making sure people are heard while addressing their concerns. She identifies and recommends the right solutions to meet both current and future lifestyle needs while minimizing risk to their existing wealth.
Ana joined the financial services industry in 2006 after receiving her degree from Concordia University in Mathematics and Statistics (BA). It was there that her analytical side and attention to detail flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.
As a Private Banker with RBC Wealth Management, Marie-Josée Bousquet provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families in Sherbrook and the surrounding area.
With a career spanning over 20 years in the financial services industry, Ms. Bousquet has extensive experience working with clients and more than eight years with RBC. This experience has prepared her to address many of the concerns that her high-net-worth clients face, from financial and retirement planning to personal banking and wealth management, to trusts and lending.
Drawing on this experience, she and her team now provide customized and integrated solutions that include complex credit structures, tax and retirement planning and sophisticated packages for managing her clients' daily banking and cash management needs. When needed, she will partner with a broad range of specialists across RBC to deliver investment management, Wills and estate planning, commercial banking, business succession planning and trust structures to meet both the domestic and international needs of her clients.
Born and raised in Brossard, Quebec, Ms. Bousquet holds a bachelor's degree from HEC Montreal, as well as the IQPF financial planning designation through the Institut québécois de planification financière, which brings perspective and insight into the financial planning advice she provides.
As a private banker with RBC Wealth Management, Private Banking, Fady Younès provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals, and their families.
Based in Sherbrooke, Fady works with a select number of clients in the Eastern Township to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies to support individual short and long-term goals.
Fady offers an extensive background in client relationship to his role as private banker. He draws on fifteen years of experience within another Canadian bank, consisting of a wide range of roles. He holds a bachelor's in business administration with a specialization in management from the University of Sherbrooke. Fady has continued to deepen his knowledge and expertise with key industry designations such as financial planner (IQPF.) He is an active member of an elementary school governing board in Sherbrooke.
Away from the office, Fady is a proud father of two daughters. He enjoys skiing, nature and water sports. Passionate about music and epicurean by nature, he likes to be surrounded by his family and loved ones to spend good moments.