Team

Michael Trocchia, CFA, CAIA

Investment Advisor

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Michael began his career with RBC Dominion Securities, later moving into private wealth management for one Canada’s leading independent financial services firms. He soon left for Toronto where he spent three years working at CIBC World Markets. Prior to re-joining RBC, he spent time at a competing firm in Montreal as an Associate Investment Advisor, where he was involved in research, investment decisions, trading and client relations.

Though he is now living in his hometown of Montreal, he has always been captivated by different cultures. He studied at École Supérieure du Commerce Extérieur (ESCE) in Paris as part of his Bachelor’s Degree (Finance), which he completed at Concordia University. He has special affinities for London (England) and Hong Kong, having spent much time in both since graduating in 2014.

The dynamism and depth of global finance always fascinated him. His interest in markets coupled with the opportunity to exchange ideas with clients and colleagues are what attracted him to wealth management.

Michael earned both the CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) designations.

The CFA charter is considered by many to be the most prestigious in the field of investing; requiring the successful completion of three levels of examination focused on accounting, economics, derivatives, portfolio management and security analysis.

The CAIA charter is centered solely on alternative investments. Alternatives such as real estate, infrastructure, private equity and hedge funds have grown in popularity among traditional investors but have been a staple for institutional investors for decades. Pension funds, endowments and family offices have used these strategies to increase returns and lower portfolio volatility. Michael's strong knowledge of alternative investments has given his clients the confidence to incorporate these strategies into their portfolios.

Michael adores his family and loves spending time with friends. He appreciates the outdoors and spends much of the winter skiing. Michael also enjoys discovering new whisky and often plans tastings.

Extended Team Members

Shawna Bratin, CPA, M.Tax, F.Pl.

Financial Planning Specialist, RBC Family Office Services

Shawna is a Chartered Professional Accountant (CPA), and holds a Master of Taxation (MTax) degree from the University of Waterloo as well as her Bachelor’s degree in Commerce from McGill University. She is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF).

Prior to joining RBC, Shawna was a taxation manager at a Montreal based accountant firm, providing sophisticated tax and wealth management planning to high net worth individuals and corporate clients.

Shawna's area of expertise includes personal, corporate and estate tax planning, wealth preservation and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Shawna works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Paule Gauthier, CPA, CA, LL.M, TEP

Vice President, Business Owner Specialist, RBC Family Office Services

As a Business Owner Specialist, High Net Worth Planning Services, Paule, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Paule has a Bachelor’s degree in Commerce from l’École des Hautes Études Commerciales (HEC) and a Master’s degree in Tax Law from the Montreal University. She has completed the Securities Dealers Course from the Canadian Securities Institute.

As a Chartered Profesionnal Accountant, Paule has more than 30 years of experience in tax and estate planning consulting, in CA firms as well as in life insurance and securities dealer companies. Paule is a frequent lecturer at annual conferences and technical seminars of l’Association de planification fiscale et financière and other professional associations and an active writer of reference papers on tax and estate planning topics.

Paule is a member of the executive committee of STEP Montreal and is regularly involved in various committees of the Association de planification fiscale et successorale.
Paule is a member of the Ordre des comptables professionnels agréés du Québec, the l’Association de planification fiscale et successorale, the Canadian Tax Foundation, the International Fiscal Association and the Society of Trust and Estate Practitioners.

Michael Neudorf, LL.B

Will & Estate Consultant, RBC Family Office Services

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.

Tiziana Cirigliano, LL.B

Senior Will and Estate Advisor, RBC Royal Trust

As a Senior Will and Estate Advisor for the Quebec Region, Tiziana Cirigliano brings an approach to estate planning that centers on understanding and addressing the unique needs of each client.

Tiziana works collaboratively with clients, their families and trusted professionals, to craft a personalized multi-generational estate plan that incorporates Wills, testamentary and inter vivos trusts, and protection mandates. Through this process, she helps clients ensure the protection of their patrimony and facilitates its smooth transfer to the next generation.

Tiziana’s technical expertise complements her skill set in managing
the complexities of family dynamics. She brings a compassionate, knowledgeable perspective that is welcomed by families who may be struggling with the difficult decisions that often accompany estate planning, whether it’s protecting an heir with a disability, providing for children from

a previous union, minimizing family conflict or dealing with beneficiaries or assets that are situated outside of Canada.

Fully bilingual, Tiziana holds a Bachelor of Laws (LL.B.) and a Diploma in Notarial Law (D.D.N.) from the Université de Montréal, as well as a Bachelor of Arts in Political Science from McGill University. In addition to her education, she has been a member of the Chambre des notaires du Québec since 2006.

Suvra Das

Premier Banking Advisor, RBC Royal Bank

As a Premier Banking Advisor for the Montreal market, Suvra Das works as a single point of contact, providing personal banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region of Montreal, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

With more than 13 years of experience in both personal and business financial services with RBC, Suvra is respected among his clients, industry peers, and has been well recognized in the organization for his contribution. Born in Asia and residing in greater Montreal area for the last 22 years, Suvra is committed to giving back to his community, and contributes to raising funds yearly at the ISKCON Montreal temple for the purpose of the distribution of free vegetarian meals.

He currently resides in the Montreal West Island area with his wife and young son. He is passionate about the electric vehicle industry. Suvra fluently speaks; French, English, Bengali and Hindi.