James Kopp, B.Comm (Hons)
Estate Planning Specialist
James Kopp is a valuable member of Devlin Wealth Management Group, helping you create and preserve your wealth. James has over 10 years of experience in the financial services industry. He has a Bachelor of Commerce (Honours) from the University of Manitoba and has worked for two large insurance companies, as well as a financial management company that provided insurance solutions to medical professionals.
Working closely with Kirk, James employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works 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, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, James evaluates various insurance offerings from Canada’s top-ranked insurance providers.
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. Jeff received his Personal Financial Planner (PFP) designation in 2004.
Jeff’s role along with Kirk, 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 Dominion Securities, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
RBC Dominion Securities’ comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs. This personalized report should serve as a roadmap to help you make financial decisions in the future.