Financial Planning Specialist
Business Owner Specialist and High Net Worth Planning Services
Nathalie Fisette-Caza, MBA, D.Tax, TEP
Vice-President & Business Owner Specialist, RBC Wealth Management
As a Business Owner Specialist, 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 business owner.
Nathalie has a Bachelor’s degree in Finance and a Graduate degree in Tax Law from the University of Sherbrooke. She has also completed a Master of Business Administration from Laval University and a 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 15 years of experience in tax and estate planning consulting for business owners at life insurance and financial institutions. Nathalie has given several lectures at the Association de planification fiscale et financière (APFF) annual conferences and is an active writer of articles on topics related to tax 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.
Vice-President & Financial security Advisor
Daniel C. Duchesne, CLU, MBA, F.Pl.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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?”