Meet our partners

With more than 25 years of loyal service at RBC, Carole Gherlenda assumed the position of Private Banker in Quebec City in 2010. Having gained eight years' experience in human resource management, she appreciates the personal contact that her new position dedicated to high net worth clients affords. Her background as Account Manager, Business Financial Services in large urban centres has helped prepare her to provide effective advice to business people who benefit from RBC Private Banking services.

Working as a Financial Planner since 2002, Ms. Gherlenda has a Master in Business Administration (MBA). The development and wealth management of a small group of clients suits her perfectly; in fact, in addition to providing a personalized service, she is able to focus on her clients' individual needs and consider all aspects of their lives, be it family, business, succession, or other matters. “I enjoy visiting my clients in their own environment to better understand their needs. This way, everyone benefits from the best services available, from the more simple daily banking solutions to the more sophisticated and intricate planning solutions based on their personal situation.”

Ms. Gherlenda coordinates a number of specialized services with experts to whom she refers in all circumstances. This reflects the true strength of RBC Private Banking—offering a single point of reference for the latest services and advice most suited to the client's profile. “We work together with the right people to identify the most appropriate solution for each of our clients.”

Wealth management calls for comprehensive expertise to provide an exceptional service, one that makes the clients' lives so much easier. “We are part of our clients' business entourage, and sometimes even their families! Trust is something we earn. We are therefore always available, making sure our clients can count on our support every day.” Carole Gherlenda's passion for human relations is her key motivating factor.

As a private banker, Marie-Josée advises high net worth clients with more complex structures and financial needs. With experience in business, finance and financial planning, Marie-Josée provides sound advice and solutions that meet her clients' objectives.

Marie-Josée is particularly knowledgeable about the needs of health care professionals, senior executives and entrepreneurs. She uses her skills in both accounting and financial planning to provide relevant advice. She actively participates with clients and partners in developing effective financial planning and wealth management strategies.

Marie-Josée possesses both a financial planner and chartered professional accountant designation. She has a bachelor's degree in accounting sciences from Université du Québec à Trois-Rivières.

Thanks to her experience, Marie-Josée coordinates a team of specialists and ensures things are done in a timely manner. Through RBC Wealth Management, clients have access to a complete range of experts to effectively structure their personal finances.

Having worked with entrepreneurs for many years, Marie-Josée is well versed in the dynamics and needs of business people. She easily handles all aspects of financial and tax planning, estate planning and retirement planning.

En sa qualité de banquière privée à RBC Gestion de patrimoine, Banque privée Myriam Robitaille offre des stratégies globales de gestion de patrimoine et de financement à des propriétaires d'entreprise, à des cadres et à des membres de profession libérale fortunés, ainsi qu'aux membres de leur famille.

Établie à Lévis, Myriam s'occupe des besoins souvent complexes en matière de services bancaires, de crédit et de gestion de patrimoine d'un nombre restreint de clients de Québec, Chaudière Appalaches, Saguenay et Trois-Rivières à qui elle offre des solutions bancaires et financières intégrées et personnalisées.

Au besoin, elle peut consulter des spécialistes de RBC afin d'élaborer avec eux une gamme complète de solutions complémentaires de gestion de placements, de planification successorale et de legs, et de fiducie nationale et internationale, de même que des stratégies complexes de crédit et de levier financier, de manière à aider chaque client à atteindre ses objectifs à court et à long termes.

Myriam tire profit de sa vaste expérience des relations clientèle dans le cadre de ses fonctions de banquière privée. Elle compte 20 années d'expérience à RBC, où elle a occupé divers rôles au sein du service financier aux particuliers ainsi que des services commerciaux.

Elle détient un baccalauréat en psychologie organisationnelle avec spécialisation en administration des affaires de l'Université de Sherbrooke. Elle détient aussi une maîtrise en administration. Elle a continué de parfaire ses connaissances et son expertise grâce à l'obtention des principaux titres professionnels sectoriels reconnus, notamment celui de Maître en administration. De plus, elle détient son titre de Représentante en fonds de pension, RPA.

Dans ses loisirs, Myriam aime toujours passer du temps dehors avec les enfants, apprendre, aider sa communauté, le camping et la méditation.

Nelly holds a Master’s of Business Law from Université Paris 1 (Panthéon- Sorbonne), and a D.E.S.S. in International Business Law from Université Paris Descartes.

She received her financial planner designation from the Institut québécois de planification financière (IQPF) in 2004.

Nelly has over 15 years of experience as a financial planner. Before joining RBC, Nelly worked with financial advisors’ clients to optimize their financial position and wealth by creating strategic action plans customized to their needs.

Stéphane began his career in the financial services industry in 1997 as a Financial Security Advisor. Intent on helping his peers succeed, he was promoted to a management role in 1999. Over the years, he has taken on ever-increasing responsibilities. Specializing in estate planning solutions, Stéphane is proficient at proposing and implementing innovative and effective tax solutions in response to a variety of wealth management needs. He designs personalized, insurance-based solutions, both for individuals and corporations, to help increase their net value, reduce the tax burden and protect wealth by relying on insurance solutions including life, living benefits and life annuity products. Stéphane is also able to assist you in setting up your policies to ensure that your wealth is transferred to your heirs according to your wishes.

Paolo Cusan obtained his Bachelor of Law Degree (LL.B.) in 1989 and his Notarial Law Degree (D.D.N) in 1991, both from the Faculty of Law, Laval University, in Quebec City.

Prior to his joining RBC Wealth Management, Paolo was an active Notary in private practice for many years in Quebec City. During his private practice years, Paolo developed an expertise in Will, estate and tax planning and at the same time acquiring excellent knowledge of trusts and all aspects of estates.

Paolo is a member of the Board of Notaries of the Province of Quebec (Chambre des notaires du Quebec) and is a member of the Canadian Tax Foundation and of the “Association de planification fiscale et financière (APFF)”.

As a Business Owner Specialist, 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 business owner.

Nathalie has a Bachelor’s degree in Finance and a Graduate degree in Tax Law from the University of Sherbrooke. She has also completed a Master of Business Administration from Laval University and a 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 15 years of experience in tax and estate planning consulting for business owners at life insurance and financial institutions. Nathalie has given several lectures at the Association de planification fiscale et financière (APFF) annual conferences and is an active writer of articles on topics related to tax 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.

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).

Laurent Montigny brings several years of experience as a Notary and Legal Advisor to his role as an Estate and Trust Advisor to the Quebec region. His depth of experience, coupled with his professionalism and dedication to client service, serves Laurent well in dealing with the complexities of estate settlement.

Laurent can discuss estate settlement and administration services, trustee services, trust structures, and other specialized services offered through RBC Royal Trust. He works with individuals, families and businesses who wish to protect their assets and transfer their wealth for generations. Clients also appreciate his sensitivity to the often difficult decisions and sometimes overwhelming responsibilities that can go hand in hand with the role of liquidator.

A graduate of Université de Montréal, Laurent completed a Bachelor’s Degree in Civil Law (LL.B.) and a Master’s Degree in Notarial Law (LL.M.), and became a member of the Chambre des notaires du Québec in 2017.

Laurent will provide a tailored solution to help individuals carry out their many liquidator duties, expedite the settlement process, and maximize the estate’s value through knowledgeable handling of estate and tax issues.