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Our select roster of clients benefit from high-quality advice and support that covers the intergenerational transfer of wealth, business succession planning, full-family education, and more.
Senior Portfolio Manager & Wealth Advisor
Susan brings over 30 years of wealth and investment management expertise to her role as a Senior Portfolio Manager, Family Enterprise Advisor, and Financial Planner. Living in New York for the first half of her life, she understands the U.S. markets extensively and the need for special considerations when it comes to U.S. citizens living in Canada. Kopas Advisory Group provides customized solutions to a limited number of families, believing in a “less is more” approach that allows the team to provide pointed strategies and exceptional service. Susan acts as clients’ dedicated “wealth quarterback,” executing wealth strategies and planning that cover all aspects of their life through a “family office” framework. Her outstanding attention to detail and high rate of client satisfaction have earned her some of RBC’s most prestigious awards and recognitions – including the highly regarded Council Award, which she has received every year for more than two decades.
Susan has completed the rigorous curriculum through the Canadian licensing body to offer discretionary trading, which allows her to make investment decisions on her clients’ behalves. In addition, she leverages institutional offerings that complement the practice to ensure diversification and best-in-class wealth management oversight are engaged.
Prior to establishing Kopas Advisory Group, Susan was asked to open the RBC Oakville Private Banking office, which she spent 14 years building into a successful practice as a Senior Private Banker. Bringing these skill sets and knowledge to her current role has been complementary and beneficial for clients.
Susan holds a Master of Business Administration from the Ivey School of Business at the University of Western Ontario and a Master of Science from Adelphi University. A strong believer in ongoing professional education, she has obtained her Family Enterprise Advisor (FEA) designation – which focuses on the complexities of a family enterprise and optimal succession planning – from The Sauder School of Business at the University of British Columbia. She additionally 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) – the highest honour in Canadian financial services.
Susan is an active member of the Financial Planners Standards Council and the Institute of Family Enterprise Advisors. Outside of work, she enjoys golf, being outdoors, and spending time with her family.
Senior Associate Advisor
Byron is efficient, attentive to detail, and ensures our clients receive nothing less than a black card experience. He has been an integral part of Kopas Advisory Group for over ten years. He demonstrates every day his passion to overachieve, his ability to be a self-starter and ensure compliance oversight, and his knowledge of the systems and processes within RBC that are essential to deliver requests and services to our clients.
Byron is fully licensed to trade and support Susan with day-to-day client management, going above and beyond to ensure clients receive what they need when they need it. He holds an Honours degree from the University of Toronto and has completed numerous industry courses, including the Canadian Securities Course and the Conduct and Practices Handbook and Wealth Management Essentials courses.
Byron and his wife Brittany are the proud parents to a young son and daughter and can often be found shuffling the kids to their various activities. Their spare time is spent with family and friends.
A passionate self-starter, Alison’s career at RBC began 12 years ago after University. She worked in various roles at the bank before joining the brokerage arm as an associate over ten years ago and she has never looked back. Coaching, trading, and handling client inquiries and requests are her passions. Alison has played team sports all her life and emphasizes this theme as she engages with clients and colleagues – that there is no ‘I” in team.
Alison is fully licensed and has completed numerous courses through the Canadian Securities Institute.
When Alison is not at work, she and her husband Ryan are chasing after two active children busy engaging in any sport that includes an object that either needs to be caught, shot, or swung at.
Associate
A tenured employee of over 25 years at RBC, having experience in many departments including her last role in Private Banking, Karen is exemplary at delivering the client experience that we all enjoy. Due to her years of experience, she can navigate her way through the RBC family for any additional services and support our clients require. Commitment is her middle name!
Karen is dedicated to her career at RBC and is a valued member of the team who looks after coordinating services, administration, and making the client feel – as they should – valued and the most important person in the room. She is a great listener and anticipates your every need.
