Our Partners

Karen Loupelle joined RBC Financial Group in 1991 and has gained a unique understanding of high-net worth clients’ needs through roles with Royal Trust, RBC Investments, and RBC Dominion Securities.

Mrs. Loupelle has earned the Financial Planner designation granted by the Institut québecois de planification financière (IQPF) in 2004. She has 13 years of experience as a Financial Planner, ten of which were spent with the Compass Financial Planning team dealing with high-net worth individuals, and she is studying for her CPA with McGill University.

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

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.

Michel Bétournay, Financial Planner, obtained a Bachelor of Business Administration degree (major in accounting) from HEC Montréal in 1991, and earned the Financial Planner designation from the Quebec Institute of Financial Planners (IQPF) in 2002.

Michel joined RBC Financial Group in 1993, and has fourteen years’ experience as a Financial Planner, twelve of which were spent with the Compass Financial Planning team.

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

Prior to joining RBC Wealth Management, Michael Neudorf specialized in personal, estate and corporate planning for clients in a national law firm. In particular, Michael focused on providing tailor-made service to clients by assisting them in navigating through personal and legal issues in the most tax-efficient manner.

Michael obtained his Bachelor of Law (LL.B) in 2015 from the University of Montreal and was called to the Barreau du Quebec in 2016. Michael also holds a BA from McGill University in Political Science and History.

Michael is an active member of the Canadian Tax Foundation, the Association de planification fiscale et financière, the International Fiscal Association and the Canadian Bar Association.

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?”

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.

The Care Factor – fine-tuned answers.

Benjamin Otto is motivated to serve others. “My dad is a pastor. Growing up, I often went with him visiting congregational members in their homes, hospitals and nursing homes. I saw him working extremely hard for others and the positive impact it had on them.”

This sensitivity to people’s needs and expectations is at the core of Ben’s philosophy. Ben and his team call it The Care Factor. It means that for every client, they work with meticulous devotion to provide fine-tuned answers and remove the stress of the unknown. Ben draws on his creative thinking, passion, and 22 years of expertise, to offer fresh perspectives and develop innovative solutions for complex high net worth cases.

Ben and his team are committed to being their client’s most trustworthy resource.

As a Premier Banking Advisor for the Montreal market, Suvra Das works as a single point of contact, providing personal banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region of Montreal, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With more than 13 years of experience in both personal and business financial services with RBC, Suvra is respected among his clients, industry peers, and has been well recognized in the organization for his contribution. Born in Asia and residing in greater Montreal area for the last 22 years, Suvra is committed to giving back to his community, and contributes to raising funds yearly at the ISKCON Montreal temple for the purpose of the distribution of free vegetarian meals.

He currently resides in the Montreal West Island area with his wife and young son. He is passionate about the electric vehicle industry. Suvra fluently speaks; French, English, Bengali and Hindi.

As a Premier Banking Advisor for the Montreal market, Vishesh works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized services and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 5 years' experience in the banking industry, mainly in the roles of Banking Advisor and Business Advisor. Vishesh has acquired skillsets that enable him to deliver quality and personalized advice to his esteemed clients. Throughout his current tenure at the bank, he has received several recognitions for his dedication, teamwork and quality of service delivered to clients.

His banking experience also includes participation in international expansion projects and interactions with decision makers such as Company Executives, CFOs and CEOs. He learnt to perform in high-pressure environments and meet strict deadlines. This enabled him to have a better understanding of the mannerisms of the banking world, its demands and implications from both macroeconomic and microeconomic perspectives. He developed an early passion for economics and the modern monetary systems. He hopes to have a long career in the baking industry.

Vishesh was born and raised in Mauritius, immigrating to Canada in 2018. He did his studies in applied mathematics at the University of Florida Institute of Technology where he had earned an academic scholarship. He is a person with good interpersonal skills, creativity, adaptability, polyvalence and pragmatism, who keeps ethics in high regards and devotes the best of himself to fulfil his duties.