Shawna Bratin, CPA, M.Tax, F.Pl., TEP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
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), and a member of the Society of Trust and Estate Planners (Quebec chapter). Prior to joining RBC, Shawna was a taxation manager at a Montreal-based accounting 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.
Nathalie Fisette-Caza, MBA, F.Pl., M.Tax, TEP
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Nathalie specializes in tax and estate planning for ultra-high-net-worth families.
As a Vice President, High Net Worth Planning Services, Nathalie, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.
Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor degree in international commerce from l’École Supérieure de Commerce (ESC) in Poitiers, France. She is a Certified Financial Planner and has completed the Securities Dealers Course from the Canadian Securities Institute.
Nathalie has more than 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity and estate planning.
Nathalie is an active member of the executive committee of Society of Trust and Estate Practitioners (Quebec branch). She is also a member of the Association de planification fiscale et financière, the Institut Québécois de planification financière (IQPF) and the Canadian Tax Foundation (CTF).
J. Madison Mai, CPA, CA
Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management
Madison specializes in tax and estate planning for high net worth and ultra-high net worth families.
Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.
Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.
Nathalie Elharrar-Noik, BA, LL.B, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
Prior to joining RBC, Nathalie specialized in corporate commercial law and estate and trust law during her eleven years in private practice.
She focused primarily on mergers and acquisitions and tax driven corporate transactions, advising small and medium size businesses in connection with day to day requirements, such as shareholder issues, restructuring, strategic alliances and standard agreements. In addition, Nathalie focused on estate
and trust planning, tax planning and estate administration and liquidation, implementation of tax and estate plans, Wills, trusts, corporate reorganizations, business succession plans and wealth preservation.
In 2010, Nathalie joined RBC, assisting clients with their overall tax and estate planning, and in 2014, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning.
Nathalie obtained a Bachelor of Arts degree (political science) from Concordia University in 1992. She obtained her law degree from l’Université de Montréal Faculty of Law in 1995. She was called to the Barreau du Québec in 2000. Nathalie also completed her CICA in-depth tax courses, Parts I and II.
She is an active member of The Society of Trust & Estate Practitioners (Quebec chapter) and the Canadian Bar Association (Quebec).
Paule Gauthier, CPA, CA, LL.M, TEP
Vice President, Business Owner Specialist, Family Office Services, RBC Wealth Management
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.
Jennifer Katsaros, B.Comm., LL.L., LL.M.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Prior to joining RBC Wealth Management, Me Jennifer Katsaros launched her career at one of the largest Quebec-based networks of notarial firms in Montreal. During this period, Me Katsaros developed an expertise in Will and estate planning, as well as acquired a specialized knowledge in estate settlements and non-contentious procedures. To further her knowledge in the field of estate planning, Me Katsaros later joined a major Quebec law firm that specializes in taxation, where she specialized in estate settlements and estate planning for high-net-worth individuals.
These combined experiences ensure a holistic viewpoint and a collaborative approach to the client experience.
Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2016, Me Katsaros obtained her Master's in Notarial Law (LL.M.) from the University of Montreal in 2015, after having obtained her Licentiate in Law (LL.L.) from the University of Ottawa in 2014. She also holds a Bachelor of Commerce (B.Comm.) from the John Molson School of Business, Concordia University since 2008.
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.
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 a Premier Banking Advisor for the Montreal market, Suvra Das works as a single point of contact, providing personal banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region of Montreal, he provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.
With more than 13 years of experience in both personal and business financial services with RBC, Suvra is respected among his clients, industry peers, and has been well recognized in the organization for his contribution. Born in Asia and residing in greater Montreal area for the last 22 years, Suvra is committed to giving back to his community, and contributes to raising funds yearly at the ISKCON Montreal temple for the purpose of the distribution of free vegetarian meals.
He currently resides in the Montreal West Island area with his wife and young son. He is passionate about the electric vehicle industry. Suvra fluently speaks; French, English, Bengali and Hindi.
As an Advisor at Private Banking Premier for the Montreal market, Ichou Wai works as a single point of contact, providing banking and personal credit solution for select clients of RBC Wealth Management 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 27 years of experience in financial services and group advantage at RBC, Ichou is well respected by her clients and industry peers and has received top performer recognition. She has demonstrated her ability to give sound advice and deliver best in class client experience.
Born in Laos and a resident of the Montreal area for 25 years, Ichou actively participates in her community at Dao En Temple to cook and distribute free vegetarian meals.
She currently resides in the Repentigny region with her 2 children. She is passionate about meditation and yoga. Ichou can communicate fluently in French, English, Laotian and Thai.