Nos partenaires

Michel Bétournay, planificateur financier, a obtenu un baccalauréat en administration des affaires avec spécialisation en comptabilité de l’École des hautes études commerciales de Montréal (HEC Montréal) en 1991. Il détient en outre, depuis 2002, le titre de planificateur financier décerné par l’Institut québécois de planification financière (IQPF).

Michel travaille au sein du Groupe de la Banque Royale du Canada depuis 1993. Il compte quatorze années d’expérience à titre de planificateur financier, dont douze avec l’équipe de planification financière Compas.

Son rôle est de travailler avec votre conseiller et de l’aider à préparer et à présenter des plans financiers Compas complets.

Lauren obtained her Bachelor of Arts degree from Saint Mary’s University and her Juris Doctor degree from Dalhousie University. She is a member of the Law Society of Alberta and is currently enrolled as a student member with the Society of Trust and Estate Practitioners, working to obtain her Trust and Estate Practitioners (TEP) designation.

Prior to joining RBC, Lauren’s practice focused primarily on estate planning matters including Wills, personal directives and powers of attorney, as well as trusts and estate administration matters. She also has experience in estate litigation and family law.

As a Private Banker with RBC Wealth Management, Matt Fitzsimmons provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Calgary, Matt works with clients throughout Alberta and the Territories to address their often-complex banking, credit and wealth management needs with seamless banking and financial solutions. When required, he can also work collaboratively with specialists from across RBC to provide a complete range of complementary services, from investment management to estate and legacy planning, and from domestic and international trust services to sophisticated credit and leverage strategies.

Matt has been in financial services for 12 years. Prior to joining Private Banking, he was a regional manager for RBC Global Asset Management, where he worked as a consultant and coach to advisors within RBC, helping to ensure their success with clients.

He holds a degree in financial services from Mount Royal College and earned a master’s degree in business administration from Dalhousie University. He is also a Certified Financial Planner (CFP), which helps him provide effective financial planning advice to his clients.

Born and raised in Strathmore Alberta, Matt currently resides in Calgary. Away from the office, he enjoys snowboarding and hockey in the winter, golf and tennis in the summer, and also loves to travel.

As a Premier Banking Advisor for the Greater Calgary Area, Maggie Farivar works as a single point of contact, providing banking and credit solutions for clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the Region, she provides personalized services and tailored advice to help clients save time and effectively manage their day to day banking needs.

With over 11 years of experience in Financial Services with RBC, Maggie brings an in depth experience to the Premier Banking Role. She is highly respected by her clients, her peers and within the industry. As a result, Maggie has received many awards for outstanding performance. Over the past 5 years, she worked as a Business Account Manager and a Mortgage Specialist with a focus on relationship management.

Maggie holds a Bachelor of Arts (English) Degree. She is also strongly committed to giving back to her Community through volunteering at the Alberta Children’s Hospital; Ronald McDonald House; United Way and Habitat for Humanity.

Maggie was born in Tehran, Iran and moved to Canada in 1997, where for the last 25 years has made Calgary her home. In her free time, she enjoys spending time with family, cooking, interior and fashion designing as well as biking and jet skiing. She is fluent in both English and Farsi.

Faisal specializes in tax and estate planning for high net worth families.

Prior to joining RBC, Faisal was a tax senior manager with a mid-size accounting and advisory firm, as well as with a multi-national accounting firm. Faisal’s expertise includes tax and estate planning for high net worth individuals and families, professionals, and business owners.

Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA’s in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.

A practiced lawyer, Anisa brings professional expertise and practical solutions to the creation of your estate plan. Whether you need assistance with minimizing family conflict, transferring your business or protecting beneficiaries, Anisa can help. She is a member of the Law Society of Alberta, as well as the Wills and Estates section of the Canadian Bar Association.

Maximiser le patrimoine tout en réduisant au minimum les impôts. Réduire la complexité sans compromettre la qualité des solutions proposées. En étroite collaboration avec votre conseiller en placement et une équipe de spécialistes, Éric utilise les caractéristiques uniques de l’assurance vie exonérée d’impôt pour aligner votre planification successorale sur vos valeurs d’une façon qui soit claire et facile à comprendre.

La carrière d’Éric a été marquée par la formation continue et le perfectionnement professionnel. En plus d’avoir complété des cours en planification financière et une désignation en gestion des placements, Éric a obtenu les titres de spécialiste agréé en assurance santé (CHS) et d’assureur-vie agréé (AVA), et il est membre d’Advocis, l’Association des conseillers en finances du Canada.

Eric est un amoureux de la lecture, il se débrouille plutôt bien dans une cuisine et il aime explorer les Rocheuses en compagnie de sa femme et de ses huit enfants.