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We are incredibly proud of the team we’ve built – one with the positive attitude and complementary experience to enhance every aspect of your financial life.
Senior Portfolio Manager & Wealth Advisor
As someone who hails from a family of business owners, Charles has first-hand knowledge of the complex wealth management needs of entrepreneurs and high-income households. “Entrepreneurs want more than just investments with high returns,” he says, drawing on his experience. “They also have specific tax, estate, and financial needs, which should be planned with a coordinated approach.” It is to these needs that Charles devotes his career, supported by a team of dedicated specialists and partners from RBC and beyond.
After graduating from Université Laval with a Bachelor of Business Administration, Charles founded his own financial consulting firm. Over the past twenty years, he has built his practice on transparency, reliability, and customer service, principles that continue to guide him today. He is proud to offer a wealth management service that promotes optimal financial growth and provides his clients with a peace of mind.
Charles leads the investment committee and the wealth management division. He takes great pleasure in getting to know you, your family, your business, and your financial priorities in order to develop a personalized strategy that will bring you closer to achieving your goals every day.
In addition, Charles’s experience in the world of sports has taught him that while individual talent is important, teamwork is paramount. His team is a constant source of pride, with each member’s skills and expertise contributing to the delivery of exceptional services. Respect, collaboration, and putting customers first are values shared by Charles's entire team. “I consider myself privileged to work with inspiring customers and teammates who aspire to be the best in their line of work.”
Associate Wealth Advisor
Claudia’s proficiency in math and affinity for client service led her to a 30 -year career in banking, ranging from the roles of cashier to Financial Planner to Senior Private Banker.
She became adept at supporting high-net-worth clients with complex needs requiring sophisticated financial solutions. Joining us in 2019, Claudia now leads our wealth management team and coordinates meetings with and recommendations from other RBC specialists, such as: financial and estate planners, trust and insurance experts, business succession, and private banking specialists. Clients are referred to Claudia when a complex financial transaction needs her specialized expertise.
Claudia’s favourite part of her job is establishing strong relationships with clients and getting to know their stories, values, projects and dreams, which allows her to best support and advise them. She is committed to being accessible and attentive to our clients’ needs and helping them achieve their short- and long-term goals. She’s an advisor you can count on!
Claudia graduated from the Université Laval with a Bachelor of Business Administration (Finance) degree. She has also earned a certificate in insurance and (modify) financial planning at Université du Québec à Montréal (UQAM) and financial planner designation at Institut Québécois de Planification Financière (IQPF). In her free time, Claudia works part-time teaching fitness classes. She and her husband partner (modify)enjoy staying active outdoors while supporting causes close to their hearts. In recent years, they’ve taken several European cycling trips and have participated in a number of triathlons. In winter, they enjoy cross-country skiing and mountainous snowshoeing.
Associate Portfolio Manager
Thomas has always had an affinity for numbers, which is what led him to start his career as a Chartered Professional Accountant (CPA). As a CPA, Thomas has advised on the strategic and financial decisions of several major corporations, allowing him to sharpen his skills in analyzing the finances of various companies.
Never one to shy away from a challenge, he passed the prestigious Chartered Financial Analyst (CFA) exams with flying colours and moved into portfolio management at a leading financial institution. For over three years, Thomas garnered experience managing “alternative investments,” an opportunity that consolidated his highly coveted expertise with this unique asset class.
Motivated by his desire to exceed expectations, Thomas’ dedication has allowed him to rapidly climb the corporate ladder in the finance industry. Since 2022, he has distinguished himself in the role of Associate Portfolio Manager with Groupe Deblois and has served as a valued member of our investment committee. He oversees investment strategy and ensures that client portfolios reflect their objectives and risk tolerance. His curiosity drives him to continually seek out the most rewarding opportunities for clients, grounded by his rigorous analysis and in-depth knowledge of financial markets.
Thomas completed a Bachelor of Business Administration (Accounting) and a Diplôme d'études supérieures spécialisées at Université Laval while playing football for the Rouge et Or. In addition to achieving various academic merits and being named team captain, he won the renowned Vanier Cup twice.
His background in sports makes him a natural team player, which fosters a collaborative approach with colleagues, partners and clients and encourages an exchange of ideas that advances our best practices. His dedication, diligence, availability and proactivity have helped us develop a close relationship with our clients.
Passionate about community involvement, Thomas serves on the Board of Directors of the Fondation du Collège-François-de-Laval. He likes to keep active by running, road cycling, downhill skiing and playing tennis. He is also the proud father of a young son, whom he considers his greatest "asset."
Associate Advisor
As an Associate with RBC Dominion Securities, Frédérick De Courcy provides access to a comprehensive range of services to help his clients build and protect their wealth. A graduate of the Université Laval, Frédérick obtained a bachelor’s degree in Business Administration in 2021 and a Financial Planning certificate in 2022. A firm believer in ongoing education, he has since acquired the designation of Chartered Investment Manager (CIM), Financial Security Advisor and Financial Planner.
Frédérick draws on his earned knowledge and 5 years of financial industry experience, including his previous role as Banking Service Advisor, where he helped people set and achieve their financial goals. Frédérick assure la liaison avec les comptables et autres spécialistes afin d’élaborer une approche fiscale optimale pour les comptes d’investissement des sociétés. De plus, il travaille conjointement avec Claudia sur les propositions de planification financière, successorale, philanthropique, ou d’assurances. His experience, expertise and credentials all equip him to provide sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
Outside of his professional life, Frédérick has a passion for sports. He plays hockey and golf several times a week during each season.
After joining the financial services industry in 2017, Natalia rose through the ranks at several financial institutions before joining our team in 2021.
Upon graduating in 2016 with a master’s degree in Finance and passing a second Chartered Financial Analyst (CFA) exam, Natalia joined the portfolio management team as an Associate Advisor. After more than six years of work experience in the financial services industry, she has developed proven strategies for portfolio implementation, tax optimization and disbursements. In her current role, Natalia processes transactions and operations for our clients. Her proactive approach, rigor and team spirit are behind her every decision. "I’m client-oriented; I want my clients to feel taken care of."
Away from work, Natalia enjoys staying active, spending time outdoors, and giving back to her community. She practices a multitude of different sports, such as cycling, running and karate. She has volunteered for such organizations as the CHU Saint-Justine Foundation, Centre de Pédiatrie Sociale de Québec, and Fondation du CHU de Québec.
Associate
Jennifer’s first role in financial services was a customer service position for a mutual fund company in 2004 (modify). Quickly fascinated, her eagerness to learn and her client-first service approach led to several different roles at the firm, such as Investment Associate and Executive Assistant. Eventually, and thankfully for us, she followed her curiosity to Group DeBlois, joining us in 2019.
Our teammates and clients all agree: Jennifer’s positivity and resourcefulness are truly infectious. She supports clients with a wide range of tasks, such as transacting trades, opening accounts, and navigating WM Online while managing customer accounts and oversees matters pertaining to compliance (modify). Jennifer appreciates being a part of such an experienced team, where she can continue to expand her knowledge and keep pace with a fast-evolving industry.
Jennifer is originally from Saint-Georges de Beauce, and after 25 years, she is back in town to spend more time with her nephews and mother.
Jean-François enjoys how every day in wealth management is different. “We’re never bored, to say the least. This industry pushes us to evolve with it and continuously learn, making every day exciting.” Jean-François’s background makes him an excellent resource for any questions relating to your insurance policies or tax slips. He always appreciates an opportunity to catch up or help you gain clarity, or to collaborate with your accountant to ensure your financial affairs are organized and tax-efficient.
Jean François grew up on a Quebec farm. He has always been passionate about the arts, and loves to work on handicrafts, paint, or visit art galleries and museums. On weekends, he can often be found riding his bike or hiking.
Alex’s keen interest in investing has led him to join RBC Dominion Securities in 2018, where he became associate early on. Before joining the firm, Alex previously worked as a day trader, where he enjoyed analysing markets through technical analysis.
Having graduated from Université Laval in Business Administration in 2015, Alex achieved the Wealth Management Essentials course in 2021 and will obtain the Financial Security Advisor designation in September. He is currently enrolled in the Advanced Investment Strategies course to obtain the prestigious title of Chartered Investment Manager (CIM).
Alex supports the portfolio management team with transaction processing and investment strategy research. He also provides administrative services for account management.
Outside of work, Alex likes to play racket sports, playing both badminton and squash. He also enjoys running during summertime. He cherishes his new role as a father, spending time with his daughter Malia who turned 1 in July 2023.
Administrative Assistant
Customer service is a passion for Constance, whose 35 years’ experience taking care of clients in her previous roles made her a natural fit for our team. Often your first point-of-contact when you call, Constance is committed to fulfilling your requests, answering all questions, and meeting your needs.
In fact, interacting with clients and making sure she responds to requests in a timely fashion is her favourite part of the job. Day-to-day, Constance conducts money transfers for clients, makes Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA) contributions, and keeps advisors’ schedules up-to-date.
Growing up in Sainte-Marie de Beauce, Constance moved to Québec City for more job opportunities, and now loves the area. In her spare time, she enjoys exploring the city and surrounding region, going for walks, cooking, and spending time with her family.
Katherine brings her energy and commitment to the team. Passionate about quality customer service, she draws inspiration from her mother, an entrepreneur in the field, who instilled in her the importance of relational excellence.
Katherine has acquired a solid ability to lead several projects simultaneously, such as when she held the position of assistant to the president of a financial firm. Her rigour, organization, and passion for finance led her to continue her development by preparing for the CFA level 1.
A graduate of Laval University, she holds a Bachelor of Business Administration, specializing in finance. During her academic career, Katherine seized the opportunity for an exchange in California to refine her English and broaden her cultural perspectives. A fan of both professional and personal challenges, she devotes part of her free time to CrossFit, finding balance and determination there.
Her determination to take on challenges and her commitment to quality customer service make Katherine a valuable asset to our team.
We are passionate about helping entrepreneurs and professionals reach new heights. To discuss your goals and learn how our team and resources can help, please contact us today or call us at 418-527-6939.
