Meet our Team Partners

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.

As an advisor, RBC First Private Banking at RBC Wealth Management, Private Banking, France Caumartin offers personalized service and advice to help high-net-worth clients save time and efficiently meet their day-to-day banking needs.

Acting as a single point of contact, France collaborates with specialists across RBC to offer a full range of complementary services to support the achievement of our Wealth Management clients' short- and long-term goals in the Eastern Townships region.

During her 38 years at RBC, France has held various roles in personal banking, operations and advisory centres, including as an expert banking advisor for many years on the South Shore of Montreal and most recently in the Eastern Townships. More recently, France has dedicated herself to supporting new advisors in her region by sharing her experience. Over the years, France has been recognized for her efficiency, dynamism and excellence in customer and partner relations.

France has a university degree in administration and human resources and is fluently bilingual.

France has lived in the Sherbrooke area for less than two years and enjoys hiking, which is an activity of choice when she wants to relax. She still hasn't looked at all the possibilities in the region because there are so many of them.

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 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?”

Pierre earned his Bachelor of Science (B.Sc.) and his Masters in Business Administration (MBA) with a specialization in financial services from UQAM. He has his designation from the Institut Québécois de planification financière (IQPF) and has completed the Professional Financial Planning Course (PFP) from the CSI. He is also a Fellow of the Canadian Bankers Institute.
Pierre has extensive experience in providing financial planning advice to clients with complex and sophisticated needs and goals. He draws on the breadth of expertise that he has developed over his 26 years in the financial sector.

His role consists of working with your advisor and to assist in the establishment and the presentation of comprehensive financial plans for clients.