Anik holds a Master’s degree in taxation (LL.M. Fisc.) and a Bachelor’s degree in Finance (B.A.A.) from HEC Montreal. She is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F. Pl.) duly registered under the Institut Québécois de Planification Financière (IQPF).
Prior to joining RBC Wealth Management, Anik worked at a major accounting firm and firms within the financial services industry, providing sophisticated tax and wealth management planning to high net worth individuals. Her expertise lies in international taxation for individuals and dealing with technical Canadian and U.S. tax and financial planning issues.
Anik brings her diligence and thoughtful approach to building sound financial plans for our clients. As a Financial Planning Specialist at RBC Wealth Management Services, Anik works jointly with your advisor to prepare and present your comprehensive Compass financial plan.
Daniel C. Duchesne, CLU, MBA, F.Pl., FEA
Financial Security Advisor, RBC Wealth Management Financial Services Inc.
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?”
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.
As a Premier Banking Advisor for the Laval and Pointe Claire markets, Melissa Morin Fleurelien works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 15 years of experience in financial services with RBC, Melissa is respected by her clients, her peers and the industry.
Melissa is committed to giving back to her community, and volunteers with a community garden, participates in the JDRF Ride to Defeat Diabetes and the United Way. Melissa also volunteers and is the Hockey Team Manager for Associates des Braves d’Ahuntsic and is Vice-President, Board of Directors Cooperative Alphonse Desjardins.
Born and raised in Montreal, Melissa is a dedicated wife and mother of two children. When she is not hard at work for her clients, you’ll find Melissa spending time with her family and friends, playing golf, doing yoga or generally doing sports. She is interested in reading and philosophy and is fluently bilingual in both French and English.