Bonnie Kaplan, LL .B., TEP
Vice President and Will & Estate Consultant
 

Bonnie left private practice with a Montreal law firm in 2003 to join RBC Wealth Management in its early stages. As a senior member of the Wealth Management team, Bonnie meets with high net worth clients – entrepreneurs, philanthropists, retirees, singles and couples – to discuss tax and estate strategies tailored for the particular client situation.

Along with her LL.B. conferred by the Université de Montréal, Bonnie holds an M.A. (education) from the Université de Montréal and a B.A. from McGill. She was called to the Barreau du Quebec in 1996. Bonnie has, also, completed Parts I and II of the CICA (now CPA) In-Depth tax courses.

Bonnie is an active member of The Society of Trust & Estate Practitioners (Quebec chapter), the Canadian Bar Association (Quebec) and the Association de Planification Fiscale et Financière.

 
Nancy Blouin, D.Tax, F.Pl.

Financial Planning Specialist                       

Nancy Blouin received a bachelor's degree in business administration from the University of Quebec at Montreal in 1995. She earned the financial planner designation granted by the Institut québécois de planification financière (IQPF) in 1999. She is studying for a master's degree in taxation at the University of Sherbrooke. She is a member of many associations and participates in the events held by the Association de planification fiscale et financière (APFF) and the IQPF.

Ms. Blouin has worked in the area of finance since 1994. She has over ten years of experience as a financial planner working with high-net-worth individuals, most of whom have been senior executives. Ms. Blouin joined RBC in 2004.

Nancy's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.