Partners

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 Premier Banking Advisor for the Laval, Pointe-Claire, Gatineau and French Ottawa markets, Gabriel Felix 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, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With his 10 years of experience in customer services and financial services within RBC; Gabriel is respected by his clients, his peers and the industry. This person is recognized for the efforts invested in his work and his daily personal investment.

Gabriel was born and raised in Montreal. He did his University studying in Montreal, Outaouais and Bordeaux, France. When he is not working hard for his clients, he enjoyed practicing winter and summer sports; spending time with his family and friends; very curious individual, he is always looking to enhance his knowledge.

Gabriel is perfectly bilingual (English, French) and fluent in Caribbean Creole.

As a Private Banker with RBC Wealth Management, Private Banking, Ben Ruggeri provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Westmount, Mr. Ruggeri works with a select number of clients in the North-West region 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.

Mr. Ruggeri offers an extensive background in client relationship to his role as a Private Banker. He draws on 19 years of experience within RBC, consisting of a wide range of senior management positions in both Retail and Commercial Banking covering areas in Risk Management and Financial Restructuring.

A graduate of John Molson School of Business - Concordia University specializing with a degree in accounting, Mr. Ruggeri has continued to deepen his knowledge and expertise with key industry designations such as CPA, CMA.  Mr. Ruggeri is a member of the Ordre des Comptables Professionnels Agréés du Québec.

Away from the office, Mr. Ruggeri enjoys spending time with his wife and two boys. He enjoys coaching his sons in Hockey and Soccer and enjoys playing organized Hockey.

Richard has a Master in Business Administration (MBA) and a bachelor degree in Civil Law (LL.B.) from University of Sherbrooke as well as a bachelor degree in Common Law (Juris Doctor) from Queen’s University in Kingston. He is a Certified International Wealth Manager (CIWM), a Fellow of the Canadian Securities Institute (FCSI), a Canadian Investment Manager (CIM), a Certified Financial Planner Professional (CFP) from the Financial Planner Standard Council and a Financial Planner from the “Institut Québécois de Planification Financière” (F.Pl.).

Before joining RBC Family Office Services in 2015, Richard worked in the securities industry with Canadian and American brokerage firms and with the Montreal Exchange, where he worked as a Trader, Banker, Financial Advisor, Private Advisor and Financial Planner. He also spent three years in a Montreal based law firm specialized in business law.

Richard’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.