Our extended team

Nathalie specializes in tax and estate planning for ultra-high-net-worth families.

As a Vice President, High Net Worth Planning Services, Nathalie, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client.

Nathalie has a Bachelor’s degree in Finance and a Master’s degree in Tax from the University of Sherbrooke. She has also completed a Master in Business Administration from Laval University and a Bachelor degree in international commerce from l’École Supérieure de Commerce (ESC) in Poitiers, France. She is a Certified Financial Planner and has completed the Securities Dealers Course from the Canadian Securities Institute.

Nathalie has more than 20 years of experience in tax, charity and estate planning consulting. Nathalie regularly gives lectures at the Association de planification fiscale et financière (APFF) annual conferences and technical seminars, as well as at other professional association events, and is an active writer of articles on topics related to tax, charity and estate planning.

Nathalie is an active member of the executive committee of Society of Trust and Estate Practitioners (Quebec branch). She is also a member of the Association de planification fiscale et financière, the Institut Québécois de planification financière (IQPF) and the Canadian Tax Foundation (CTF).

Nader holds a Master’s degree in taxation (LL.M. Tax.) from HEC Montreal and a Master’s in Business Administration (MBA) from the University of Moncton (NB). He is also a Financial Planner (F. Pl.), duly registered under the Institut Québécois de Planification Financière (IQPF).

Prior to joining RBC Wealth Management, Nader worked at a major accounting firms and other firms within the financial services industry, providing sophisticated tax and wealth management planning to high net worth individuals and corporate clients.

Nader’s areas of expertise include personal and corporate tax planning, taxation of life insurance, wealth preservation, and financial planning. As a Financial Planning Specialist at RBC Family Office Services, Nader 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.

Dany Bordeleau brings over 16 years of experience to his role as Private Banker, in which he provides specialized financial counsel to high-net-worth businesses, families and organizations in the Montreal area.

Mr. Bordeleau acts as a dedicated relationship manager for his clients and their families, who value his discretion and responsiveness, as well as his experience addressing a broad range of wealth, retirement and credit planning needs through all stages of their financial lives. Prior to joining Private Banking, he was a Financial Planner with RBC Royal Bank in Montreal, where he provided comprehensive financial solutions to his clients, collaborating whenever needed to ensure synergy with their investment and tax planning needs. To ensure that his clients receive a high level of financial planning expertise, he has also earned his diploma in financial planning from l'Institut québécois de planification financière (IQPF).

As part of a tailored suite of Private Banking services, Mr. Bordeleau designs sophisticated banking, personalized short- and long-term wealth plans and flexible credit packages for his clients. Through RBC, he provides a complete range of services – including commercial banking, estate planning, and domestic and international trusts – to meet each client's specific needs.

Originally from Montreal, Mr. Bordeleau has lived in Boucherville since 1978, and is fluent in French and English. He holds a Bachelor of Science degree from the Université de Montréal and a Masters of Business Administration (MBA) from the Université de Sherbrooke. Outside of the office he enjoys a variety of sports including golf, hockey, skiing and snowboarding.