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.
Shawna Bratin, CPA, M.Tax, F.Pl., TEP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Shawna is a Chartered Professional Accountant (CPA), and holds a Master of Taxation (MTax) degree from the University of Waterloo as well as her bachelor’s degree in Commerce from McGill University. She is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF), and a member of the Society of Trust and Estate Planners (Quebec chapter). Prior to joining RBC, Shawna was a taxation manager at a Montreal-based accounting firm, providing sophisticated tax and wealth management planning to high-net-worth individuals and corporate clients. Shawna's area of expertise includes personal, corporate and estate tax planning, wealth preservation and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Shawna works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
As a Will and Estate Advisor for the Quebec Region, Frédéric provides estate settlement strategies and solutions that centre on understanding and addressing the unique needs of each client. He works collaboratively with clients, their families and trusted professionals in order to develop personalized multi-generational estate plans incorporating Wills, testamentary and inter vivos trusts, and protection mandates. Through this process, Frédéric helps families protect their legacy and facilitates its smooth transfer to the next generation.
Frédéric’s technical expertise complements his skill set in managing the complexities of family dynamics. He brings a compassionate, expert perspective that is welcomed by families who may be struggling with the difficult decisions that often accompany estate planning, whether it’s protecting an heir with a disability, providing for children from a previous union, minimizing family conflict or dealing with beneficiaries or assets that are situated outside of Canada.
Fully bilingual, Frédéric holds a Bachelor of Laws from the Université de Sherbrooke—he is a member of the Quebec Bar and practiced law for four years. Frédéric has continued to deepen his knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner designation (TEP), and as a member of the Canadian division of the Society of Trust and Estate Practitioners (STEP). In addition to his industry experience and background, Frédéric obtained his accreditation from the Institut québécois de la planification financière (IQPF) and served as a financial planner with RBC