Chief Trust Advisor, RBC Estate and Trust
A graduate of the Université du Québec à Montréal with a degree in law, she went on to obtain her D.D.N. (Notarial law diploma) at the Université de Sherbrooke. Audrey has continued to deepen her knowledge and expertise and most recently earned her Master of Taxation. She is also working towards becoming a member of the Canadian chapter of the Society of Trust and Estate Practitioners (STEP).
Audrey works with individuals, families, 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 Protection Mandate, Audrey can help.
Audrey brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues.
Audrey understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.
Daniel C. Duchesne
Financial Security Advisor
Daniel is a valuable member of your advisor’s team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He began his career in the insurance industry in 1993 and is an expert in the field of insurance having spent his career utilizing insurance products to help clients achieve their wealth management objectives as well as their financial and estate planning goals.
Daniel has a Masters in Business Administration (MBA) degree from Laval University and has earned his Chartered Life Underwriter (CLU) and Financial Planner (Fin.Pl.) designations. He is a member of APFF (Association de planification financière et fiscale du Québec) and IQPF (Institut Québécois de planification financière), and is pursuing a Specialized Graduate Diploma (D.E.S.S) in taxation at HEC de Montréal.