Wealth Management Partners

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?”

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.

As a Business Owner Specialist, High Net Worth Planning Services, Paule, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Paule has a Bachelor’s degree in Commerce from l’École des Hautes Études Commerciales (HEC) and a Master’s degree in Tax Law from the Montreal University. She has completed the Securities Dealers Course from the Canadian Securities Institute.

As a Chartered Profesionnal Accountant, Paule has more than 30 years of experience in tax and estate planning consulting, in CA firms as well as in life insurance and securities dealer companies. Paule is a frequent lecturer at annual conferences and technical seminars of l’Association de planification fiscale et financière and other professional associations and an active writer of reference papers on tax and estate planning topics.

Paule is a member of the executive committee of STEP Montreal and is regularly involved in various committees of the Association de planification fiscale et successorale.
Paule is a member of the Ordre des comptables professionnels agréés du Québec, the l’Association de planification fiscale et successorale, the Canadian Tax Foundation, the International Fiscal Association and the Society of Trust and Estate Practitioners.

Nathalie specializes in tax and estate planning for ultra-high-net-worth families.

As a Vice President, High Net Worth Planning Services, Nathalie, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor degree in international commerce from l’École Supérieure de Commerce (ESC) in Poitiers, France. She is a Certified Financial Planner and has completed the Securities Dealers Course from the Canadian Securities Institute.

Nathalie has more than 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity and estate planning.

Nathalie is an active member of the executive committee of Society of Trust and Estate Practitioners (Quebec branch). She is also a member of the Association de planification fiscale et financière, the Institut Québécois de planification financière (IQPF) and the Canadian Tax Foundation (CTF).

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.