Daniel Duchesne Email & Phone Number

Daniel Duchesne is a Estate Planning Specialist at RBC Wealth Management Financial Services. He is proficient in English.

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  Estate Planning Specialist

  Rbc Wealth Management Financial Services

  Jun 2011 - Present - Montreal, Canada Area

  Working closely with your advisor, Daniel employs a holistic process to assess your wealth management needs and recommend creative insurance strategies to address them. He measures your situation from all angles, focusing on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity and living benefits solutions. He has the expertise to ensure your wealth is transferred to your heirs in accordance with your wishes, and delivers solutions from a mix of Canada’s top-ranked insurance providers.Daniel Duchesne began his career in the insurance industry in 1993. He has an MBA from Laval University and has earned the Chartered Life Underwriter (CLU) and Financial Planner (Fin. Pl.) designations. He is a member of APFF (Association de planification financière et fiscal du Québec), IQPF (Institut Québécois de planification financière), CALU (Conference for Advanced Life Underwriting) and Advocis.