Nader Louhichi, LL.M. Tax, MBA, F.Pl.
Financial Planning Specialist, RBC Family Office Services
Nader holds a Master’s degree in taxation (LL.M. Tax.) from HEC Montreal and a Master’s in Business Administration (MBA) from the University of Moncton (NB). He is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF).
Prior to joining RBC Wealth Management, Nader worked at a major accounting firms and other firms within the financial services industry, providing sophisticated tax and wealth management planning to high net worth individuals and corporate clients.
Nader’s areas of expertise include personal and corporate tax planning, taxation of life insurance, wealth preservation, and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Nader works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.
Michael Neudorf, LL.B
Will & Estate Consultant, RBC Family Office Services
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.
Daniel C. Duchesne, CLU, MBA, F.Pl., FEA
Financial Security Advisor, 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?”
Frédéric Morin
Senior Trust Advisor, RBC Royal Trust
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.
Paule Gauthier, CPA, CA, LL.M, TEP
Vice President, Business Owner Specialist, RBC Family Office Services
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.