Our Partners

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.

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.

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.

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.