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.
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 Wealth Management Services, han-Shan works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
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.
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 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.
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 is to build trust and loyalty first rather than only looking to help with a snapshot of their financial situations.
Ana is driven to make an impact. She emphasizes building strong relationships and spends her time making sure that people are heard while also addressing their concerns. Her focus is on identifying and recommending the right solutions to meet both current and future lifestyle needs while minimizing risk to one’s overall 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 both flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.
Noel Bonnici, FCIA, FSA
Vice-President & Financial Security Advisor, RBC Wealth Management Financial Services Inc.
When everything matters: it is Noel who gets the call for the most critical situations and complex clients..
With over 25 years' experience in the financial services industry, Noel is different because of what he calls Science and Simplicity. As a Fellow of the Canadian Institute of Actuaries he has extensive technical knowledge to share, yet advisors and clients alike remark how simply he articulates the most complex issues. These skills are what lead people to call Noel and his team when everything matters.
With the vision to be a world leader in providing life insurance solutions for affluent families and an intense enthusiasm for work, it is Noel's zest for life that sets him apart. He has a habit of grabbing the mic, a passion for extreme sports and a belief that the best can be even better.
Daniel C. Duchesne, CLU, MBA, F.Pl.
Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
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.
As a Private Banker, Araz Jaroudi brings over 10 years of experience in financial services to his role. Araz and his team provide High-Net-Worth Families, Executives and Business Owners with one of Canada's most comprehensive suites of Wealth Management solutions.
As part of each client's tailored package, Araz designs and implements personalized banking, cash management, short- and long-term wealth plans and flexible credit solutions. He also works closely with experts from across RBC to provide his clients with a complete range of wealth services and solutions – including complex credit, investment management, business planning, estate planning and trust services.
Clients value Araz's many years of experience as a financial planner, and his expertise with respect to both business and personal finance and taxes. Araz is committed to understanding his clients' personal and financial goals, providing exemplary service and communication, maintaining client confidentiality, and ultimately delivering a comprehensive financial plan to preserve, diversify and grow his clients' wealth.
Araz holds a Bachelor of Commerce, with a Major in Finance from John Molson School of Business at Concordia University in 2009 and is Certified as Financial Planner by the ‘Institut Québécois de Planification Financière' in 2013.
He has been repeatedly distinguished throughout his career working in Major Banks based in Montreal and Dubai, he speaks fluently French, English, Spanish and Arabic.
With his competencies, expertise and people management skills, he is sure to know how to provide a dedicated and trusted Team approach and uphold a key role as part of your trusted advisor network and specialists.
As a Premier Banking Advisor for the Place Ville-Marie markets in Montreal, Carrie Tse 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 her 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 six years in the financial services including with RBC, Carrie sought to develop her skills to offer client best experience and advice which sets her apart.
Born in Hong Kong and raised in Montreal, Carrie holds a Bachelor's Degree in Commerce, major in Accounting from McGill University. She is committed to giving back to her community and volunteers with Centraide of Greater Montreal as branch coordinator. She also participated in the Relay for Life a fundraising event where Canadians across the country join together in the fight against cancer.
Carrie currently resides in the South shore area of Montreal with her family. When she isn't hard at work for her clients, you'll find her spending time with her family and friends. She likes skiing and swimming. She also enjoys travelling around the world, making new discoveries and embracing different cultures. Carrie speaks and writes fluently in French, English, Cantonese and Mandarin.
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 an Advisor at Private Banking Premier for the South Shore market of Montreal, Vincent Compagnion acts as a single point of contact to offer banking solutions and credit services to RBC Wealth Management clients and their families. In partnership with the investment advisers in his region, he offers a personalized and tailored advice to help customers save time and effectively manage their daily banking needs.
With 14 years of financial services experience at RBC, Vincent is highly respected by his clients and peers. He has demonstrated his ability to give sound advice and excel in customer service.
Born and raised in Montreal, Vincent is committed to giving back to his community and volunteered for the early childhood center in his region in partnership with long-term accommodation centers. He also participates in fundraising activities for the Canadian Children's Foundation.
He is currently living in the Brossard area for the past 12 years with his wife and young son. He is a big fan of traveling, is passionate about the automobile industry and loves outdoor activities.
If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.Please contact us at 514-878-7952*Required fields