Our team works with the specialists below to build out your personalized financial plan. To arrange a meeting with us and our extended team please reach out.

Estate Planning Specialist

Advisor

James Kopp, B.Comm. (Hons)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Financial Planning Specialist

Advisor

Doreen Costantini, CIM

Vice-President & Financial Planning Specialist, Family Office Services, RBC Wealth Management


Will & Estate Consultant

Advisor

Rebecca Bae

Will & Estate Consultant, Family Office Services, RBC Wealth Management


Financial Planning Specialist

Advisor

Dustin Rallo, CPA, CFP

Financial Planning Specialist, RBC Family Office Services