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Wealth Management for Canadian and U.S. Citizens

 

The Family Enterprise Approach


Our four principles that define us: Dedicated. Disciplined. Collaborative. Comprehensive.

We are an advisory practice providing bespoke wealth solutions for the complex needs of high-net-worth individuals and families. Each investment portfolio, financial plan and wealth strategy we design is highly customized, built exclusively for the unique, and often ambitious, goals and evolving objectives of each client we advise.

By taking The Family Enterprise Approach, Susan is able to deliver advice and services under a comprehensive wealth management plan. Working seamlessly with partners in retirement, will and estate, business and tax strategies, our personalized support extends beyond the capacity of any one professional advisor. This is how we provide our clients with the scale and specialization their financial lives require.

We deliver personalized wealth management solutions to Canadians and American individuals and families residing in Canada. Working closely with you, we translate your specific financial needs into a goal-oriented strategy and help you implement it. We understand the challenges that the American citizen residing in Canada faces and work with other financial professionals in areas like tax, trust and estate planning. Learn more >

In order to maintain an exceptional level of personal attention to our clients, we limit the number of families we service to a small group. Nevertheless, we are proud to have built one of the leading wealth management practices in Canada.

Who we help

Our clients come from all walks of life, each taking their own unique path to success. Our role is to help them preserve their wealth and achieve even more. Whatever your circumstances, Susan couples her investment expertise and attention to detail will ensure you have the support you need.

Latest Blog Posts

close up hand stacking blocks with percentage symbol

Could inflation force the Fed to raise interest rates sooner?

Expectations for the start of interest rate hikes have quickened in recent weeks amid persistent inflation concerns. But have markets gone too far?

Read more

The $2 Trillion Transition: Canada’s Road to Net Zero

We know the consequences of climate change. We know the causes, too. We even know what can be done to address it.

Read more

Susan Kopas, B.Sc., MBA, FEA, FCSI, CIM, CFP®, CIWM

Vice-President, Portfolio Manager & Wealth Advisor

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Get in touch!

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