Financial Planning Specialist, Family Office Services, RBC Wealth Management
Samuel is a Chartered Professional Accountant (CPA, CA), CERTIFIED FINANCIAL PLANNER® or CFP practitioner and has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course. He holds a Bachelor of Commerce degree from Carleton University (concentration in Accounting).
Samuel brings a broad range of experience from his prior roles as a tax manager at both a local and international accounting firm. He has specialized in providing tax advisory, corporate reorganizations and estate planning services to high-net individuals and owner-manager businesses.
As a Financial Planning Specialist at RBC Family Office Services, Samuel’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.
Jonah Rabinovitch, BA, LL.B, CFP
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.
In 2011, Jonah entered the financial services industry where he has spent his career completing comprehensive estate and financial plans and acting as a resource for high net worth and business owner clients.
Jonah received his CFP designation in 2013 and is a member of FP Canada as well as the Law Society of Ontario.
As a Will & Estate Consultant, Jonah provides comprehensive estate planning services to clients, offering sensible and practical solutions to meet their individual needs..
Michel Bétournay, Pl. Fin.
Vice-président et spécialiste en planification financière, RBC Gestion de patrimoine
Michel Bétournay, planificateur financier, a obtenu un baccalauréat en administration des affaires avec spécialisation en comptabilité de l’École des hautes études commerciales de Montréal (HEC Montréal) en 1991. Il détient en outre, depuis 2002, le titre de planificateur financier décerné par l’Institut québécois de planification financière (IQPF).
Michel travaille au sein du Groupe de la Banque Royale du Canada depuis 1993. Il compte quatorze années d’expérience à titre de planificateur financier, dont douze avec l’équipe de planification financière Compas.
Son rôle est de travailler avec votre conseiller et de l’aider à préparer et à présenter des plans financiers Compas complets.
