Benjamin Otto, BA (Econ), CFP®
Financial Security Advisor, RBC Wealth Management Financial Services Inc.
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.
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.
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 B.A. from McGill University in Political Science and History. In continuing his studies, Michael is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.
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.
Nathalie Elharrar-Noik, BA, LL.B, TEP
Vice President, Business Owner Specialist, RBC Family Office Services
Prior to joining RBC, Nathalie specialized in corporate commercial law and estate and trust law during her eleven years in private practice.
She focused primarily on mergers and acquisitions and tax driven corporate transactions, advising small and medium size businesses in connection with day to day requirements, such as shareholder issues, restructuring, strategic alliances and standard agreements. In addition, Nathalie focused on estate
and trust planning, tax planning and estate administration and liquidation, implementation of tax and estate plans, Wills, trusts, corporate reorganizations, business succession plans and wealth preservation.
In 2010, Nathalie joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Nathalie obtained a Bachelor of Arts degree (political science) from Concordia University in 1992. She obtained her law degree from l’Université de Montréal Faculty of Law in 1995. She was called to the Barreau du Québec in 2000. Nathalie also completed her CICA in-depth tax courses, Parts I and II.
She is an active member of The Society of Trust & Estate Practitioners (Quebec chapter) and the Canadian Bar Association (Quebec).
As a Premier Banking Advisor for the Place Ville-Marie markets in Montreal, Carrie Tse works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across her region, she provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than six years in the financial services including with RBC, Carrie sought to develop her skills to offer client best experience and advice which sets her apart.
Born in Hong Kong and raised in Montreal, Carrie holds a Bachelor's Degree in Commerce, major in Accounting from McGill University. She is committed to giving back to her community and volunteers with Centraide of Greater Montreal as branch coordinator. She also participated in the Relay for Life a fundraising event where Canadians across the country join together in the fight against cancer.
Carrie currently resides in the South shore area of Montreal with her family. When she isn't hard at work for her clients, you'll find her spending time with her family and friends. She likes skiing and swimming. She also enjoys travelling around the world, making new discoveries and embracing different cultures. Carrie speaks and writes fluently in French, English, Cantonese and Mandarin.
As a Premier Banking Advisor for the Montreal market, Simon Poudrier works as a single point of contact, providing banking and credit solutions for select clients of RBC Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With 13 years of experience in financial services at RBC, Simon is well respected by his clients and industry peers and has received top performer recognition. He has demonstrated his ability to give sound advice and excellence in client service.
Born and raised in Montreal, Simon is committed to giving back to his community and has volunteered for the Ronald McDonald House of Montreal. He also participated in financial literacy seminars for C.F.I.Q. a not-for-profit that supports newcomers to Canada getting established in their community.
He currently resides in the Montreal area with his wife and young son. He is a loyal fan of the Montreal Canadiens and has a passion for music of any genre.