Team

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.

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 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.

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.

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.

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.

Amid El-Wahidi brings nearly 25 years' experience in the financial services industry to his role as Private Banker with RBC Wealth Management, including 20 years with RBC.

As an International Private Banker, he provides comprehensive wealth management solutions and financing strategies to his HNW and Ultra high-net worth clients and their families based in Canada, US, Europe and the Middle East.
As a trusted advisor, Mr. El-Wahidi and his team create customized packages for his clients' banking, cash management and credit needs, working with their legal, tax and estate planning advisors to develop appropriately personalized solutions. As needed, he partners with specialists across RBC and internationally to provide investment management, Wills and estate planning, commercial banking, business succession planning and domestic and international trust structures.

Mr. El-Wahidi holds the designation of Financial Planner through The Institute Québécois de Planification Financière, as well as certificates and diplomas in financial planning, banking and personal finance. He is fluent in English, Arabic and French.

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.