RBC 合作伙伴

En tant que Conseiller, Banque Privée Première pour le marché de la rive sud de Montréal, Vincent Compagnion agit en tant que point de contact unique afin d'offrir des solutions bancaires et de crédit aux clients de RBC Gestion de patrimoine et à leurs familles. En partenariat avec les conseillers en placement de sa région, il offre un service personnalisé et des conseils sur mesure pour aider les clients à gagner du temps et à gérer efficacement leurs besoins bancaires quotidiens.

Avec 14 ans d'expérience dans les services financiers à RBC, Vincent est très respecté par ses clients et ses pairs. Il a démontré sa capacité à donner des conseils judicieux et à exceller dans le service à la clientèle.

Né et a grandi à Montréal, Vincent s'est engagé à redonner à sa communauté et s'est porté bénévole pour le centre de la petite enfance de sa région en partenariat avec les centres d'hébergement longue durée. Il participe aussi aux activités de financement pour la fondation des canadiens pour l'enfance.

Il réside dans la région de Brossard depuis les 12 dernières années avec sa femme et son jeune fils. Il est un grand fan de voyages, se passionne pour le domaine de l'automobile et adore les activités en plein air.

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.

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.