Our RBC partners

Shan-Shan holds a graduate degree in taxation (DESS) from HEC Montreal and an accounting degree from UQAM. She is also a member of the CPA, CGA Order of Quebec and financial planner (Pl. Fin.) duly registered under the Institut Québécois de Planification Financière (IQPF).

Prior to joining RBC Wealth Management, Shan-Shan worked at a major accounting firm and in a financial services firm, providing sophisticated tax and wealth management planning to High Net Worth individuals. Her expertise lies in international taxation for individuals, incorporated professionals and dealing with technical tax and financial planning challenges.

As a Financial Planning Specialist at RBC Family Office Services, Shan-Shan works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

Nathalie specializes in tax and estate planning for ultra-high-net-worth families.

As a Vice President, 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 high-net-worth client.

Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor 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 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity 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 (CTF).

Prior to joining RBC, Nathalie specialized in corporate commercial law and estate and trust law during her eleven years in private practice.

She focused primarily on mergers and acquisitions and tax driven corporate transactions, advising small and medium size businesses in connection with day to day requirements, such as shareholder issues, restructuring, strategic alliances and standard agreements. In addition, Nathalie focused on estate and trust planning, tax planning and estate administration and liquidation, implementation of tax and estate plans, Wills, trusts, corporate reorganizations, business succession plans and wealth preservation.

In 2010, Nathalie joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.

Nathalie obtained a Bachelor of Arts degree (political science) from Concordia University in 1992. She obtained her law degree from l’Université de Montréal Faculty of Law in 1995. She was called to the Barreau du Québec in 2000. Nathalie also completed her CICA in-depth tax courses, Parts I and II.

She is an active member of The Society of Trust & Estate Practitioners (Quebec chapter) and the Canadian Bar Association (Quebec).

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.

The Care Factor – fine-tuned answers.

Benjamin Otto is motivated to serve others. “My dad is a pastor. Growing up, I often went with him visiting congregational members in their homes, hospitals and nursing homes. I saw him working extremely hard for others and the positive impact it had on them.”

This sensitivity to people’s needs and expectations is at the core of Ben’s philosophy. Ben and his team call it The Care Factor. It means that for every client, they work with meticulous devotion to provide fine-tuned answers and remove the stress of the unknown. Ben draws on his creative thinking, passion, and 22 years of expertise, to offer fresh perspectives and develop innovative solutions for complex high net worth cases.

Ben and his team are committed to being their client’s most trustworthy resource.

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?”

Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients.

Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree(D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.

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.

As the Will and Estate Advisor for the Quebec region, Sabrina Silvano provides estate settlement strategies and solutions for clients and their families.

Sabrina works collaboratively with clients, their families and their trusted professionals in order to develop personalized multi-generational estate plans incorporating wills, testamentary and inter vivos trusts, and Protection Mandates. Through this process, she helps families ensure the protection of their patrimony and facilitates its smooth transfer to the next generation.

Sabrina is a highly leveraged resource to the Quebec region team providing insights and advice related to the ever changing laws on estate and trust structures. Her technical expertise complements her skill in managing the complexities of family dynamics. She brings a compassionate, expert 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, Sabrina holds a Bachelor of Laws (LL.B.) and a Juris Doctor (J.D.) in North American Common Law from the University of Montreal and is a member of the Quebec Bar.

As a Senior Trust Advisor, Frédéric Morin is responsible for managing a complex book of accounts and serves clients throughout Quebec out of the Montreal office. Frédéric works with families, individuals and businesses to provide customized estate, trust, and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Frédéric can help.

Holder of a law degree from the Université de Sherbrooke, Frédéric practiced law for four years. He later obtained his accreditation from the Institut québécois de la planification financière (IQPF) and served as a financial planner for three years at RBC Royal Bank. Member of the Quebec Bar, Frédéric continues to deepen his knowledge and expertise and is studying to become a member of the Canadian division of the Society of Trust and Estate Practitioners (STEP).

With a career focused on building client relationships, Frédéric is dedicated to providing assistance in the preservation, management and transfer of wealth between generations by providing solutions to implement clients’ estate and trust plans.

Frédéric understands that no two clients are the same and actively collaborates with his RBC Estate and Trust partners to find the solution that’s right for the client.

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

With 13 years of experience in financial services at RBC, Simon is well respected by his clients and industry peers and has received top performer recognition. He has demonstrated his ability to give sound advice and excellence in client service.

Born and raised in Montreal, Simon is committed to giving back to his community and has volunteered for the Ronald McDonald House of Montreal. He also participated in financial literacy seminars for C.F.I.Q. a not-for-profit that supports newcomers to Canada getting established in their community.

He currently resides in the Montreal area with his wife and young son. He is a loyal fan of the Montreal Canadiens and has a passion for music of any genre.

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

With more than 12 years of experience in financial services, including more than 9 years with RBC, Cristina has held various advisory roles including a role of senior advisor in personal banking. She is recognized for her ability to give sound advice to high-net-worth clients such as doctors, professionals and business owners and to surround herself with different partners within RBC for an excellent customer experience.

Cristina is committed to giving back to her community and has volunteered for the Ronald McDonald House of Montreal, Light the Night Walk (The Leukemia & Lymphoma Society of Canada), and several other charity and community events organized by RBC. She also organised financial literacy seminars for ERS a not-for-profit that supports English speaking unemployed people to integrate into the Quebec work environment.

Born in Romania, Cristina holds a Bachelor in Law and Public Administration, major in Public Administration from the University of Economics and Law, Romania. She speaks fluent French, English, and Romanian.

Cristina currently resides in the Montreal area and spends her spare time with her family and friends, playing tennis, reading, and listening to music. She also enjoys traveling and learning about other cultures.

Isabelle Cantin is a seasoned professional in corporate finance, strategic planning and personal wealth planning. She brings over 25 years of corporate and financial services experience to her role serving high-net-worth clients in Montreal and the surrounding area.

As a Private Banker, she draws on her extensive experience to advise on a number of issues that affect her business owner and professional clients, including banking, lending and wealth management. As needed, she partners with specialists from across RBC to provide a complete range of complementary services, including estate and tax planning, investment management and trust services.

Isabelle is also very committed to volunteering her time at various organizations, with over 15 years as an Executive Board member and fundraiser for the Lighthouse Children and Families in Montreal, and previously with the Canadian Cancer Society.

Isabelle holds a Bachelor of Arts from Western University, an MBA from the Richard Ivey School of Business, as well as the financial planning designation (F. Pl.). She is also a graduate of the Institute of Corporate Directors in Governance for Non-Profit organizations. She is fluent in French and English.

Outside of the office, Isabelle keeps active with outdoor sports, reading, travelling and raising her two daughters.

Vivian is a Group Benefits Specialist with over 18 years of experience in the Financial Industry. She's helped over 300 financial professionals build and develop their practice by offering unique Insurance solutions.

Vivian thrives on finding the perfect solution for her high net worth clients, whether you’re a professional, business owner, or family. She takes pride in helping others build their financial freedom and stability.

Vivian has a Bachelor in Computer Science, is a Registered Life Underwriter and holds a certificate in Financial Planning.