Demitris Scouras, CIM

Investment & Wealth Advisor

204-982-3987 | Email me
204-982-2649 | Connect
1-800-463-9775

Why I got into the Financial industry:

In the summer of 2007, my father (who always took care of the finances) passed away while vacationing in Greece, leaving his estate and portfolio to my mother.  Being naïve and overwhelmed by the financial industry, my mother approached me for help in reviewing her portfolios.  At the time I was a Physical Therapist, but I understood what prompted her concern.

Her portfolio showed a significant drop in value due in large part to poor diversification and asset allocation strategy coupled with a significant market correction that took place in 2008.  Although the recession was a time of uncertainty for many, it gave us an opportunity for a fresh start in creating a strong financial plan.  Together we began a discovery process to understand her needs, acknowledged her concerns and established a re-balancing strategy to meet her goals, regain her losses and eliminate her stress.

This experience was the impetus for my start in the financial industry 5 years later.  I saw how much of an impact it had on my mother, and wanted to continue helping others in a similar manner.  This is the full service wealth management approach I take with all my clients, protecting them from ever going through what my mother did while giving them the peace of mind that their financial affairs are in great hands.

  

Personal & Professional Life:

Demitris graduated from the University of Manitoba, with a B.A. in Economics and Medical Rehabilitation, attended Liberty University (Virginia) on a full ride  Soccer scholarship and has studied the markets closely for over 20 years.

Demitris and his family are passionate about investing in people and helping those in need.  They have established a scholarship in his brothers name, raised funds for the Children's Wish & Heart and Stroke Foundations and sponsor children through World Vision (who once sponsored Demitris mother).

In 2002, while playing Professional Football (Ottawa, Winnipeg and Montreal) Demitris was instrumental in launching a successful Multidisciplinary Sports Medicine clinic focusing on client advocacy, proactive communication and customer service.  Principles that his father always preached at the family business, the Red Top Restaurant.   

This background gives Demitris a unique perspective of the issues facing Medical Professionals, Pro Athletes and Business Owners...allowing him to develop comprehensive wealth management solutions integrating personal and corporate financial matters for his clients, saving them both time and taxes.

Demitris and his wife have 3 young children, that he enjoys spending as much time with as possible. 

Doreen Costantini, CFP, CIM, CLU Financial Planning Specialist
 
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients. Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families.
 
Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning. Doreen believes that planning is critical to helping people meet their financial objectives. Your comprehensive analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
 
 
Jeff Schultz, PFP Financial Planning Consultant
 
Jeff has a career of over 20 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families. Jeffs role along with your Portfolio Manager, is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
 
 
James Kopp Estate Planning Specialist
James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions.
 
James can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, James has access to insurance solutions from the top-ranked insurance providers in Canada.
 
James began his career in the insurance industry in 1998 and is an expert in his field. He is pursuing several professional financial services designations.
 
 
Don Bell, B.A., LL.B, CFP, R.F.P., TEP
Will & Estate Consultant
 
A graduate of the University of Winnipeg, Donald Bell received received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.
 
Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.
 
Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.
 
Donald is also very active in his community where he is involved with a number of charitable organizations.