Jennifer Katsaros, B.Comm., LL.L., LL.M.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Prior to joining RBC Wealth Management, Me Jennifer Katsaros launched her career at one of the largest Quebec-based networks of notarial firms in Montreal. During this period, Me Katsaros developed an expertise in Will and estate planning, as well as acquired a specialized knowledge in estate settlements and non-contentious procedures. To further her knowledge in the field of estate planning, Me Katsaros later joined a major Quebec law firm that specializes in taxation, where she specialized in estate settlements and estate planning for high-net-worth individuals.
These combined experiences ensure a holistic viewpoint and a collaborative approach to the client experience.
Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2016, Me Katsaros obtained her Master's in Notarial Law (LL.M.) from the University of Montreal in 2015, after having obtained her Licentiate in Law (LL.L.) from the University of Ottawa in 2014. She also holds a Bachelor of Commerce (B.Comm.) from the John Molson School of Business, Concordia University since 2008.
Karen Loupelle joined RBC Financial Group in 1991 and has gained a unique understanding of high-net worth clients’ needs through roles with Royal Trust, RBC Investments, and RBC Dominion Securities.
Mrs. Loupelle has earned the Financial Planner designation granted by the Institut québecois de planification financière (IQPF) in 2004. She has 13 years of experience as a Financial Planner, ten of which were spent with the Compass Financial Planning team dealing with high-net worth individuals, and she is studying for her CPA with McGill University.
Karen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
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.
En sa qualité de Conseillère Banque privée Première auprès de RBC Gestion de patrimoine, Meryem Ben Moussa offre un service et des conseils personnalisés pour aider les clients fortunés à combler efficacement leurs besoins bancaires courants. Agissant comme point de contact unique, Mme Ben Moussa collabore avec des spécialistes de RBC pour offrir une gamme complète de services complémentaires visant à appuyer l'atteinte des objectifs à court et à long terme pour nos clients de Gestion de patrimoine. Mme Ben Moussa compte plus de vingt ans d'expérience à RBC dans le domaine financier. Elle a occupé différents rôles au sein des services bancaires personnels, notamment en tant que Directrice de comptes, avant de rejoindre l'équipe de RBC Banque privée. En tant que premier point de contact, Meryem s'engage à fournir le plus haut niveau de service aux clients. Elle s'efforce de répondre efficacement aux besoins des clients et se réjouit d'apporter la touche personnalisée dont elle est très fière. Née à Casablanca, au Maroc, Meryem et son conjoint, Terry, résident à Laval. Ils sont les fiers parents de deux enfants, Adam et Sofia, et sont très impliqués dans leurs activités parascolaires. Ensemble, ils aiment voyager, découvrir de nouvelles destinations et déguster de bons repas. Meryem pratique le yoga chaud deux à trois fois par semaine pour se garder en forme. Elle s'implique activement depuis plusieurs années auprès de la Fondation Opération Père Noël, afin d'offrir aux enfants défavorisés le privilège d'avoir des cadeaux de Noël.