Our partners

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.

Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients. Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree (D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law (LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.

When everything matters: it is Noel who gets the call for the most critical situations and complex clients.

With over 25 years' experience in the financial services industry, Noel is different because of what he calls Science and Simplicity. As a Fellow of the Society of Actuaries he has extensive technical knowledge to share, yet advisors and clients alike remark how simply he articulates the most complex issues. These skills are what lead people to call Noel and his team when everything matters.

With the vision to be a world leader in providing life insurance solutions for affluent families and an intense enthusiasm for work, it is Noel's zest for life that sets him apart. He has a habit of grabbing the mic, a passion for extreme sports and a belief that the best can be even better.

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?”