Our partners

Yan Liao brings more than 25 years of experience in the financial services industry to his role as Private Banker, servicing business owners, entrepreneurs, ultra-high-net worth clients and their families throughout the Greater Montreal area and Quebec.

In his role of Private Banker, Yan and his dedicated team of professionals including Banking advisors, and Manager, Credit structures will collaborate with diverse partners including external multi-disciplinary teams in order to achieve his clients' financial objectives.

Yan provides personalized, discrete financial counsel to a small, select group of ultra-high-net-worth entrepreneurs, utilizing specialists in Canada and in key markets worldwide to provide sophisticated banking and personalized credit and lending packages. Through these partners, he is also able to provide a complete range of services, including investments, commercial banking, tax and estate planning, business and personal succession planning, philanthropic strategies, and domestic and international trust services.

Yan's professional experiences demonstrate a strong understanding of financial markets. In his roles to date both in Toronto and Montreal, he has exceled through his leadership in corporate finance, commercial banking, mid-market M&A including business owner transitions, credit structuring, risk and sales management.

Yan remains fluent in English, French and Cantonese. He holds a Bachelor of Commerce degree from McGill University, EMBA from University of Quebec in Montreal as well as a financial planning designation (F.Pl.) from IQPF. Moreover, Yan remains highly active in the community through his sustained and significant contribution to the Canadian Cancer Research Society, United Way of Greater Montreal, RBC Race for Kids, and Montreal Chinese Hospital Foundation. He is married with two daughters, and enjoys travelling, running and skiing as preferred leisure and activities.

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.

Isabelle Cantin is a seasoned professional in corporate finance, strategic planning and personal wealth planning. She brings over 25 years of corporate and financial services experience to her role serving high-net-worth clients in Montreal and the surrounding area.

As a Private Banker, she draws on her extensive experience to advise on a number of issues that affect her business owner and professional clients, including banking, lending and wealth management. As needed, she partners with specialists from across RBC to provide a complete range of complementary services, including estate and tax planning, investment management and trust services.

Isabelle is also very committed to volunteering her time at various organizations, with over 15 years as an Executive Board member and fundraiser for the Lighthouse Children and Families in Montreal, and previously with the Canadian Cancer Society.

Isabelle holds a Bachelor of Arts from Western University, an MBA from the Richard Ivey School of Business, as well as the financial planning designation (F. Pl.). She is also a graduate of the Institute of Corporate Directors in Governance for Non-Profit organizations. She is fluent in French and English.

Outside of the office, Isabelle keeps active with outdoor sports, reading, travelling and raising her two daughters.

As a Business Owner Specialist, High Net Worth Planning Services, Paule, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Paule has a Bachelor’s degree in Commerce from l’École des Hautes Études Commerciales (HEC) and a Master’s degree in Tax Law from the Montreal University. She has completed the Securities Dealers Course from the Canadian Securities Institute.

As a Chartered Profesionnal Accountant, Paule has more than 30 years of experience in tax and estate planning consulting, in CA firms as well as in life insurance and securities dealer companies. Paule is a frequent lecturer at annual conferences and technical seminars of l’Association de planification fiscale et financière and other professional associations and an active writer of reference papers on tax and estate planning topics.

Paule is a member of the executive committee of STEP Montreal and is regularly involved in various committees of the Association de planification fiscale et successorale.
Paule is a member of the Ordre des comptables professionnels agréés du Québec, the l’Association de planification fiscale et successorale, the Canadian Tax Foundation, the International Fiscal Association and the Society of Trust and Estate Practitioners.

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.

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.

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?”

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 Society 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.