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.

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.

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.

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.

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.

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 and gained her TEP designation in 2018.

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.

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?”

As a Private Banker, Soha Morsi provides 15 years of financial services experience to high-net-worth businesses, families and organizations. Through RBC Wealth Management, Private Banking, she acts as a dedicated relationship manager for her clients and their families, who value her discretion, responsiveness and experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives.

Drawing on his experience as a Financial Planner for affluent clients, Ms. Morsi and her Private Banking team collaborate with a variety of partners throughout RBC to create an environment of mutual trust and respect while maintaining the utmost discretion in working with sensitive and confidential information. As per each client's personal circumstances, she will create and deliver tailored banking packages, high-end credit vehicles and sophisticated wealth plans, liaising with RBC's own network of specialists for wealth management planning, business succession planning, estate planning and domestic and international trust structures.

Born and raised in Montreal, Quebec, Soha Morsi is fluent in English, French, and Arabic and holds a Bachelor of Arts in Political Science from Concordia University. She has completed the financial planning designation from the Institut Quebecois de planification financier (IQPF) and holds a certificate in personal finance from the Institute of Canadian Bankers.

In her spare time, Ms. Morsi believes in giving back to the community, and is a member of the Governing Board of a Sir Wilfrid Laurier Elementary School in Laval.

Holder of a Bachelor of Commerce, Ms. Aversa has been with RBC since 1988. She has twice been honoured and rewarded for her extensive knowledge thanks to the various positions held over the years, and her proactive drive in several departments. As a Financial Planner since 2003, she has developed effective strategies for consumers.

Building on this experience, Ms. Aversa became a Private Banker in 2005. She acts as a resource for all the financial needs of her clients, who come from various backgrounds. “I make sure to quickly find the most effective solutions; for more complex demands, I work with our experts to offer a comprehensive approach that is tailored to each situation.”

With the support of a professional team and with all RBC resources, Ms. Aversa makes life easier for her very busy high net worth clients by delivering quality service. “The personalized relationship that I develop based on honesty and confidentiality means I can work with clients and their families in a climate of trust.”

The RBC Private Banking team delivers top-quality professional services and informed advice on all financial matters. “We are advisors who accompany clients through every step of a process, whether it is developing a financial structure or daily management facilities.”

Ms. Aversa is also very committed to volunteer work. She devotes part of her time to Montreal's Jewish General Hospital, Hôpital Maisonneuve-Rosemont and Old Brewery Mission.

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.

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

With over 5 years' experience in the banking industry, mainly in the roles of Banking Advisor and Business Advisor. Vishesh has acquired skillsets that enable him to deliver quality and personalized advice to his esteemed clients. Throughout his current tenure at the bank, he has received several recognitions for his dedication, teamwork and quality of service delivered to clients.

His banking experience also includes participation in international expansion projects and interactions with decision makers such as Company Executives, CFOs and CEOs. He learnt to perform in high-pressure environments and meet strict deadlines. This enabled him to have a better understanding of the mannerisms of the banking world, its demands and implications from both macroeconomic and microeconomic perspectives. He developed an early passion for economics and the modern monetary systems. He hopes to have a long career in the baking industry.

Vishesh was born and raised in Mauritius, immigrating to Canada in 2018. He did his studies in applied mathematics at the University of Florida Institute of Technology where he had earned an academic scholarship. He is a person with good interpersonal skills, creativity, adaptability, polyvalence and pragmatism, who keeps ethics in high regards and devotes the best of himself to fulfil his duties.

As a Premier Banking Advisor for Montreal & Mtl South Shore market, Selina Tran work as single point of contact, providing personal banking and credit solutions for a selected clients of RBC Wealth Management Canada and their families. Partnering with Investment Advisors and Counselors across the region of Montreal, she provides personalized services and tailored advice to help clients save time and effective manage their day-to-day banking needs.

With 27 years of experience in various role in personal banking services at RBC, Selina has received the highest recognition from the organization for her outstanding performance and the appreciation of her clients for her client-focused approach, quick, and personalized service.

Chinese origin, born in Vietnam and residing in Montreal for the last 40 years, Selina is committed to giving back to community and represent RBC as volunteer for Centraide, Relay for life and Montreal Chinese Hospital Foundation.

She currently resides in the Mtl South Shore area with her husband and two of her young adults children. She is passionate to travel and cooking. Selina fluently speaks, French, English, Mandarin, Cantonese, Teowchow (chinese dialect) and Vietnamese.