Our extended team

Anne-Sophie is a registered member of the Bar of Quebec since 2016. She holds a Bachelor of Civil Law degree from the University of Montreal and a Master of Taxation degree from the University of Sherbrooke. She is also a Financial Planner, duly registered under the Institute of Financial Planners.

Prior to joining RBC, Anne-Sophie was a senior associate in taxation at a Montreal-based accounting firm, providing tax planning services to a wealthy business-oriented clientele and major well established real estate investors in Canada and overseas. She then took on the role of senior manager in tax and estate planning at a national financial institution, providing support to private wealth management financial advisors as part of the services offered to high-net-worth clients.

Anne-Sophie’s area of expertise includes personal and corporate tax planning, as well as estate planning. As a Financial Planning Specialist at RBC Family Office Services, Anne-Sophie works jointly with your advisor to prepare and present your comprehensive and detailed Compass Financial Plan.

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, 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 BA from McGill University in Political Science and History.

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.