Demitris Scouras - Our Extended Team

Doreen Costantini, CIM

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

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. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

James Kopp, B.Comm. (Hons)

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

Never stand still.

For James Kopp, there is one feeling worse than all others: that of standing still in life.

"I want to feel like I'm moving forward all the time. This includes regularly reviewing your estate plan to take advantage of any new opportunity, and adapting it to any changes in your circumstances."

Put simply, James intimately understands the needs of high-net-worth individuals and works in synergy with a client's team of advisors to come up with the best solution.

James Kopp expands his horizons every day and has more than 20 years of experience educating clients on the strategic use of insurance. He loves meetings with clients unsure about insurance, because he can see the light bulb go on.

Like so many other Healthcare Professionals and Business owners, you likely find yourself consumed with growing your practice or business, ensuring the well-being of your patients, clients and customers, and spending time with your family.

In addition to our successful investment management expertise, we have access to an extensive and carefully selected network of specialists to provide you with the highest level of complete service. Our RBC network of Partners includes:

RBC Partners

Private Bankers
Commercial Bankers
Executor Services
Mortgage specialists
Branch Managers

This extended team allows me to proactively coordinate all aspects of your financial life, so you can focus on your own priorities.

Whether were meeting with your tax lawyers, accountants, banking or mortgage specialists, our objective is always the same: to obtain the most up-to-date information and to use it to develop a comprehensive, unbiased and fully personalized financial plan that addresses all of your wealth management needs and goals. This plan will act as a clear and complete road map and help us implement strategies that meet your short-term needs and achieve your long-term financial goals.