Ana Gocevska, B.A.
Conseillère en sécurité financière, Services Financiers RBC Gestion de patrimoine inc.
La réputation d'Ana est fondée sur son excellent niveau de service. Résolue à ses clients à atteindre leurs objectifs en matière de patrimoine, elle s'emploie d'abord à créer un climat de confiance et de loyauté plutôt qu'à ne les aider en dressant un portrait de leur situation financière.
Ana tient à faire une différence dans la vie de ses clients. Elle tisse des relations solides et est à leur écoute tout en répondant à leurs préoccupations. Elle se consacre à identifier et recommander les bonnes solutions afin de satisfaire leurs besoins actuels et futurs lies à leur de vie tout en minimisant le risque à leur patrimoine.
Ana s'est jointe a l'industrie des services financiers en 2006 après l'obtention d'un diplôme en mathématiques et en statistiques de l'Université Concordia. C'est là que son cote analytique et attentif aux détails s'est développé et s'est démarqué. Ana est une passionnée de sports et des Canadiens de Montréal.
Nos partenaires
Alda Tropea brings more than 35 years of trust industry experience to her role as Regional Trust Advisor.
Alda’s depth of experience, coupled with her professionalism and dedication to client service, serves her well in her current role. She understands that the role of an executor is a difficult one and her sensitive handling of evolving family dynamics= have earned her a reputation as a trusted advisor.
An expert focused on executor services, she helps executors identify where RBC can help to lift the burden of an executorship, whether in a simple administrative capacity helping with specific tasks, or in a more comprehensive manner carrying out the entire estate settlement process on their behalf.
Alda can provide customized solutions to help individuals carry
out their executor duties and can help to expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.
A graduate of McGill University, with a Bachelor of Commerce in Finance, Alda has attained the key industry designations of Senior Trust Officer (Institute of Canadian Bankers), Financial Planner (Quebec Institute of Financial Planners - IQPF), and Trust and Estate Practitioner (TEP), and is a member of the Society of Trust and Estate Practitioners (STEP).
Alda’s solid reputation as an estate and trust specialist is valued by clients who rely on her when it comes to discussing estate settlement and administration services, trustee and power of attorney services, as well as other specialized services offered through RBC Royal Trust throughout Canada.
Alda’s dedication to clients has been recognized by the Award of Excellence, one of RBC’s highest honours. She is fluent in English, French and Italian.