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?”
Daniel Gladu has over 25 years of business and personal financial services experience that he brings to a select group of clients in and around Montreal. Prior to joining Private Banking Mr. Gladu spent 10 years at another firm as a Private Wealth Consultant for high-net-worth clients and as a financial planner, before which he spent 15 years with RBC as a Commercial and a Personal Account Manager and Branch Manager.
In his role as Private Banker, Mr. Gladu supports his clients with sophisticated banking services, and provides access to personalized short and long-term lending solutions and flexible credit packages. By collaborating with additional RBC specialists, he can also assist his clients with commercial banking, investment and trust services.
Mr. Gladu is fluent in English and French, and has been featured as a speaker in local newspaper, radio and television. He holds an MBA and a bachelor's degree, both specializing in Finance, from Université de Montréal – HEC, and is a past member of the Institut québécois de planification financière (IQPF). This unique combination of business, finance and financial planning expertise helps him to provide informed, thoughtful advice to his clients, and streamline their often-complex financial affairs.
Mr. Gladu is an active member of his local community, volunteering his time with the Heart and Stroke Foundation of Canada and the Ordina-Coeur Foundation, and in the past as a member of the Chamber of Commerce of Mount Tremblant.
Born and raised north of Montreal in St-Jerome, Mr. Gladu places great importance on being informed and learning a wide variety of subjects. He enjoys playing golf in the summer and outdoor walks all year long.