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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.

Nader holds a Master’s degree in taxation (LL.M. Tax.) from HEC Montreal and a Master’s in Business Administration (MBA) from the University of Moncton (NB). He is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF).

Prior to joining RBC Wealth Management, Nader worked at a major accounting firms and other firms within the financial services industry, providing sophisticated tax and wealth management planning to high net worth individuals and corporate clients.

Nader’s areas of expertise include personal and corporate tax planning, taxation of life insurance, wealth preservation, and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Nader works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients. Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree (D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law (LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.

Janie began her career in Canadian taxation prior to joining a life insurance company where she provided advice to high-net-worth clients by integrating sophisticated insurance strategies within their tax and estate plans. In 2018 she joined RBC to pursue her passion: helping families simplify complex situations and structure their planning to promote multigenerational success.

Leveraging her expertise in taxation, accounting, and the uniqueness of family enterprise, Janie applies a holistic approach to each situation. She works closely with you and your advisors to implement customized solutions that will maximize wealth and address your estate needs through the lens of continuity.

Janie has a Master’s degree in Law (Taxation), is a Family Enterprise Advisor and Family Enterprise Canada Board Director, Certified Professional Accountant, Financial Planner and certified by the Family Firm Institute in Family Business and Wealth Advising. She is also a tax lecturer at Laval University.