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Our exclusive clientele benefit from high-quality advice and support tailored to their needs. Our services encompass a wide range, including intergenerational wealth transfer, business succession planning, full-family education, and more.
Senior Portfolio Manager & Wealth Advisor
Susan Kopas is a Senior Portfolio Manager, Family Enterprise Advisor, and Certified Financial Planner (CFP). With more than 30 years of wealth investment management experience, Susan has served as a dedicated "Chief Investment Officer” for her clients, overseeing comprehensive wealth strategies and planning within a family office framework. Her meticulous attention to detail and high client satisfaction have earned her prestigious accolades and awards for over two decades.
With extensive experience and expertise, Susan is licensed to offer discretionary trading, empowering her to make investment decisions for her clients. Leveraging institutional offerings ensures diversification and top-tier wealth management oversight.
Having lived in New York for the first half of her life, Susan possesses extensive knowledge of U.S. markets and understands the unique considerations for U.S. citizens residing in Canada.
Before founding Kopas Advisory Group at RBC Dominion Securities, Susan exhibited over 14 years of exceptional leadership as a Senior Private Banker, building the RBC Private Banking office. Her wide-ranging skills and experience have significantly benefited her clients.
Susan holds an MBA from the Ivey School of Business at the University of Western Ontario and an M.Sc. from Adelphi University in New York. Committed to ongoing professional development, she has earned the Family Enterprise Advisor (FEA) designation from The Sauder School of Business at the University of British Columbia. Susan also holds the Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), and Certified Financial Planning (CFP) designations, and is a Fellow of the Canadian Securities Institute (FCSI).
Active in professional associations, Susan is more than a member, she is an active contributor to the Financial Planners Standards Council and the Institute of Family Enterprise Advisors. Her involvement in these esteemed organizations is a testament to her commitment to staying at the forefront of industry trends and best practices. Outside of work, she enjoys golf, outdoor activities, and spending time with her family.
Senior Associate Advisor
Byron is a dedicated professional known for his efficiency, attention to detail, and commitment to delivering an exceptional client experience. With over a decade at Kopas Advisory Group, he consistently exceeds expectations, demonstrating a passion for excellence, proactive initiative and expertise in RBC's systems, processes, and planning.
Fully licensed in trading and client management, Byron is efficient in ensuring clients' needs are met promptly and effectively. His qualifications include an Honours degree from the University of Toronto and completion of numerous courses through the Canadian Securities Institute.
Beyond his professional endeavours, Byron enjoys spending time with his wife, Brittany, and their young son and daughter. Whether taking the kids to activities or enjoying leisure moments with family and friends, they cherish their time together.
A driven and enthusiastic individual, Alison embarked on her career at RBC over a decade ago, following her university education. With a diverse background within the bank, she found her calling over ten years ago when she joined the brokerage arm and is a Senior Associate Advisor. Passionate about coaching, trading, and addressing client inquiries, Alison brings a team-oriented mindset to her interactions, emphasizing the importance of collaboration.
Fully licensed and equipped with extensive training from the Canadian Securities Institute, Alison is well-prepared to serve her clients effectively.
Outside work, Alison and her husband Ryan are kept busy raising and mentoring their two active children, who are deeply involved in various sports activities. The family enjoys staying active and engaged together.
