Testaments et successions
As a Will and Estate Advisor in Quebec, Sandrine Albert brings an approach to estate planning that centers on understanding and addressing the unique situation of each client. She works collaboratively with clients, and their trusted advisors, to help craft a comprehensive and effective estate plan that meets their particular needs.
A graduate of the University of Sherbrooke with a Bachelor of Laws (LL.B.) and a Master of Business Administration (MBA), Sandrine is an active member of the Quebec Bar and has continued to deepen her knowledge and expertise with key industry designations, such as the Financial Planner (F.Pl.) designation.
Whether clients hope to protect a disabled heir, incorporate succession planning for their business, address the complex concerns arising from second spouses and blended families, minimize family conflicts, or deal with beneficiaries or assets that are situated outside of Canada, Sandrine can help. She uses empathy and legal knowledge to serve families struggling with the difficult decisions that often accompany estate planning.
The combination of Sandrine’s professional expertise and her commitment to providing practical solutions make her an invaluable resource for both clients and their financial advisors.
Private Banking
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.
Premier Banking
As an Advisor at Private Banking Premier for the South Shore market of Montreal, Vincent Compagnion acts as a single point of contact to offer banking solutions and credit services to RBC Wealth Management clients and their families. In partnership with the investment advisers in his region, he offers a personalized and tailored advice to help customers save time and effectively manage their daily banking needs.
With 14 years of financial services experience at RBC, Vincent is highly respected by his clients and peers. He has demonstrated his ability to give sound advice and excel in customer service.
Born and raised in Montreal, Vincent is committed to giving back to his community and volunteered for the early childhood center in his region in partnership with long-term accommodation centers. He also participates in fundraising activities for the Canadian Children's Foundation.
He is currently living in the Brossard area for the past 12 years with his wife and young son. He is a big fan of traveling, is passionate about the automobile industry and loves outdoor activities.
Financial Services - Insurances
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.
Financial Services - Insurances
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?”
Financial Planning
Pierre Renaud, B.Sc., MBA, F.Pl.
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Pierre earned his Bachelor of Science (B.Sc.) and his Masters in Business Administration (M.B.A.) with a specialization in financial services from UQAM. He has his designation from the Institut Québécois de planification financière (I.Q.P.F.) and has completed the Professional Financial Planning Course (P.F.P.) 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.