Ana's reputation is built on the outstanding level of service she provides. Motivated by a strong desire to help clients achieve their wealth goals, her focus as an Estate Planning Specialist is to build trust and loyalty first rather than only helping with a snapshot of their financial situations.
Driven to make an impact, Ana emphasizes building strong relationships and spends time making sure people are heard while addressing their concerns. She identifies and recommends the right solutions to meet both current and future lifestyle needs while minimizing risk to their existing wealth.
Ana joined the financial services industry in 2006 after receiving her degree from Concordia University in Mathematics and Statistics (BA). It was there that her analytical side and attention to detail flourished and shone. Ana is passionate about sports and a devoted fan of her hometown team, the Montreal Canadiens.
As a Private Banker with RBC Wealth Management, Private Banking, Ben Ruggeri provides comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.
Based in Westmount, Mr. Ruggeri works with a select number of clients in the North-West region to address their often-complex banking, credit and wealth management needs by providing tailored seamless banking and financial solutions.
When necessary, he can access specialists from across RBC in order to work collaboratively 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 to support individual short and long term goals.
Mr. Ruggeri offers an extensive background in client relationship to his role as a Private Banker. He draws on 19 years of experience within RBC, consisting of a wide range of senior management positions in both Retail and Commercial Banking covering areas in Risk Management and Financial Restructuring.
A graduate of John Molson School of Business - Concordia University specializing with a degree in accounting, Mr. Ruggeri has continued to deepen his knowledge and expertise with key industry designations such as CPA, CMA. Mr. Ruggeri is a member of the Ordre des Comptables Professionnels Agréés du Québec.
Away from the office, Mr. Ruggeri enjoys spending time with his wife and two boys. He enjoys coaching his sons in Hockey and Soccer and enjoys playing organized Hockey.
Joseph Di Niro, LL.B, D.D.N.
Will & Estate Consultant, Family Office Services, RBC Wealth Management
Prior to joining RBC Wealth Management, Joseph Di Niro began his career as a Notary in private practice at a notarial firm in Montreal. During this period, Joseph developed an expertise in Will and estate planning and also acquired specialized knowledge in estate settlements and non-contentious matters. To further his knowledge in the field of taxation, Joseph later joined a multinational accounting organization, where he specialized in tax planning for individual and corporate clients. Member of the Board of Notaries of the Province of Quebec (Chambre des Notaires du Québec) since 2010, Joseph obtained his Notarial Law Degree (D.D.N.) from Université de Montréal in 2009, after having obtained his Bachelor of Law (LL.B.) from the Université de Québec à Montréal (UQAM) in 2007. Joseph is currently pursuing a Master’s Degree in Taxation from the University of Sherbrooke.
As a Premier Banking Advisor covering the Montreal Downtown, Uptown, McGill College, Laval and Pointe-Claire markets, Kareem works as a single point of contact, providing banking and credit solutions to RBC Wealth Management clients and their families.
Partnering with DS Investment Advisors and partners across the multiple regions he covers, he provides personalized service and tailored advice to help clients effectively manage their banking needs.
With over 10 years of experience in financial services, Kareem has quickly become a respected member of the banking community in which he works.
In the last 5 years Kareem has held various key positions within the network of RBC branches and Private Banking including that of Expert Banking Advisor. He has demonstrated leadership skills amongst his peers and the ability to provide excellent advice and customer service.
Born and raised in Beirut, Lebanon, Kareem studied Molecular & Cellular Biology and worked in international medical equipment sales before entering the financial industry. He holds a Certificate in Business Management from HEC Montreal and a certificate in Personal Finance from the Canadian Securities Institute. He is fluent in 3 languages (French, English and Arabic)
Kareem resides in the Montreal area, he enjoys keeping up to date on all matters within the financial industry, skiing and has a great passion for cooking.
Karen Loupelle joined RBC Financial Group in 1991 and has gained a unique understanding of high-net worth clients’ needs through roles with Royal Trust, RBC Investments, and RBC Dominion Securities.
Mrs. Loupelle has earned the Financial Planner designation granted by the Institut québecois de planification financière (IQPF) in 2004. She has 13 years of experience as a Financial Planner, ten of which were spent with the Compass Financial Planning team dealing with high-net worth individuals, and she is studying for her CPA with McGill University.
Karen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.