Wealth management team

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.

Marie-Ève Lamontagne brings more than 14 years of banking and wealth management experience to RBC Wealth Management, Private Banking. As a Private Banker, Marie-Ève Lamontagne offers comprehensive wealth management and financing strategies to high-net-worth business owners, executives, professionals and their families.

Based in Quebec City, Marie-Ève works with a select number of clients in the local area to address their often-complex banking, credit and wealth management needs by offering tailored, seamless banking and financial solutions. The goal is to deliver unparalleled service while building lasting relationships based on trust and a thorough understanding of each client's unique needs and goals.

When necessary, she collaborates with specialists across RBC to offer clients a full range of complementary services. These include investment management, estate and legacy planning, and domestic and international trust services, as well as sophisticated credit and leverage strategies to support individual short- and long-term goals.

Marie-Ève draws on more than 10 years of experience at RBC, consisting of various roles in management, on the financial planning team and in Wealth Management.

After earning a bachelor's degree in business administration from Université Laval, Marie-Ève went on to upgrade her knowledge and expertise by obtaining her Financial Planner designation.

En sa qualité de Conseillère, Banque Privée Première, dans les marchés de Québec, Saint-Georges et Chicoutimi, Marie-Christina Boisrond agit en tant que point de contact unique auprès de la clientèle de RBC Gestion de patrimoine - Canada ainsi que de leur famille pour leur offrir des solutions bancaires et de crédit personnels. En collaboration avec les Conseillers en placement de sa région, elle offre des services et des conseils personnalisés aux clients afin de leur faire économiser du temps et répondre efficacement à leurs besoins bancaires courants.

Après plus de 7 ans dans le domaine financer et notamment à RBC au cours des 5 dernières années, Marie-Christina a été reconnue pour son service à la clientèle hors pair, son leadership et son esprit d'équipe, faisant d'elle une personne-ressource dans son milieu.

Déterminée à avoir un impact positif sur sa collectivité, Marie-Christina s'est impliquée avec enthousiasme dans différentes causes au sein de RBC, notamment avec le défi FRDJ - Roulons pour le diabète et comme bénévole à la journée emballage de cadeau pour les enfants du Centre multiethnique de Québec.

Marie-Christina est née et a grandi à Québec, elle a eu la chance de faire des études en langues et de passer plusieurs mois sur plusieurs années aux États-Unis, ce qui lui permet d'accompagner sa clientèle en français, en anglais et en espagnol.

Marie-Christina aime passer du temps avec sa famille et ses amis, faire des activités extérieures ou faire du sport. Elle a un intérêt marqué pour tout ce qui touche les voyages. Elle aime beaucoup découvrir de nouveaux endroits et elle et toujours prête pour une nouvelle aventure.

En sa qualité de Conseillère, Banque Privée Première, dans les marchés de Québec, Beauce et Chicoutimi, Glaphyra Elodie Révolus agit en tant que point de contact unique auprès de la clientèle de RBC Gestion de patrimoine - Canada ainsi que de leur famille pour leur offrir des solutions bancaires et de crédit personnelles. En collaboration avec les Conseillers en placement, elle offre des services et des conseils personnalisés aux clients afin de leur faire économiser du temps et répondre efficacement à leurs besoins bancaires courants.

Avec plus de cinq années d'expérience en matière d'offre exceptionnelle de service à la clientèle et trois années d'expérience dans le secteur des services-conseil en solutions bancaires au sein de RBC, Glaphyra croit en l'importance de l'approfondissement des relations avec les clients, tout en répondant à leurs besoins immédiats et en explorant d'autres opportunités judicieuses pour une prestation de service conseil supérieure.

Déterminée à avoir un impact positif sur sa collectivité, Glaphyra s'est impliquée avec enthousiasme dans les causes au sein de RBC, notamment la campagne Centraide, ainsi qu'au sein de sa collectivité en étant membre de la Fondation Haïti Partage.

Glaphyra est née et a grandi en Haïti et a déménagé avec toute sa famille au Canada au début de son adolescence. Elle a su garder un amour pour sa patrie d'où sa passion pour la musique haïtienne et antillaise. Glaphyra a un intérêt poussé pour la découverte de cultures étrangères à travers la lecture de livres historiques écrits par des auteurs étrangers. Elle aime aussi pratiquer le volleyball et surtout le badminton et tente d'approfondir ses compétences dans ces activités sportives.

As a Will and Estate Advisor for the Quebec Region, Frédéric provides estate settlement strategies and solutions that centre on understanding and addressing the unique needs of each client. He works collaboratively with clients, their families and trusted professionals in order to develop personalized multi-generational estate plans incorporating Wills, testamentary and inter vivos trusts, and protection mandates. Through this process, Frédéric helps families protect their legacy and facilitates its smooth transfer to the next generation.

Frédéric’s technical expertise complements his skill set in managing the complexities of family dynamics. He brings a compassionate, expert perspective that is welcomed by families who may be struggling with the difficult decisions that often accompany estate planning, whether it’s protecting an heir with a disability, providing for children from a previous union, minimizing family conflict or dealing with beneficiaries or assets that are situated outside of Canada.

Fully bilingual, Frédéric holds a Bachelor of Laws from the Université de Sherbrooke—he is a member of the Quebec Bar and practiced law for four years. Frédéric has continued to deepen his knowledge and expertise with key industry designations, such as the Trust and Estate Practitioner designation (TEP), and as a member of the Canadian division of the Society of Trust and Estate Practitioners (STEP). In addition to his industry experience and background, Frédéric obtained his accreditation from the Institut québécois de la planification financière (IQPF) and served as a financial planner with RBC

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.

Mathieu holds a Master of Business Administration (MBA) and a Bachelor’s degree in Finance from Université Laval. He is also a qualified Trust and Estate Practitioner (TEP) and a Financial Planner (F.Pl.) duly registered under the Institut québécois de planification financière (IQPF).

Prior to joining RBC Wealth Management, Mathieu was manager of the financial services branch in a Canadian securities firm where he provided sophisticated wealth management planning to High Net Worth individuals.

As a Financial Planning Specialist at RBC Family Office Services, Mathieu works jointly with your advisor to prepare and present your comprehensive Compass Financial Plan.

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.