A multi-disciplinary team of seasoned financial managers

Susan Kopas directs a multidisciplinary team of seasoned financial managers. Accountable, results-driven and strategic, Kopas Private Wealth Management is committed to the delivery of systematic long-term results.

Our core team is supported and structured as each individual situation requires by an extended team of additional specialists. Being part of a major Canadian and international financial institution adds range, depth and power to our fundamental service offering. Our resources are considerable.

Conservative, transparent and responsive, we build long-term relationships with our clients based on trust and care. Our purpose is simple: to help you explore your goals and ensure that you take the right steps towards reaching them.

 

Your core team:

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

Vice-President, Associate Portfolio Manager & Wealth Advisor

905-332-2743 | Email me
1-800-668-6285

Susan Kopas brings over 30 years of financial services experience and expertise to her role, including 15 years as a Private Banker. Originally from New York, Susan has called Toronto her home since 1989, specializing in wealth management for U.S. Citizens residing in Canada.

Susan acts as her clients’ dedicated CFO to draft financial plans covering all aspects of wealth management. This includes, but is not limited to, portfolio creation, retirement planning, business succession, will and estate planning, legacy creation and intergenerational wealth transfer.

To ensure total synchronicity and accountability, Susan has built a team of internal and external specialists that are an elite group of experts dedicated to delivering the best solutions to her clients.

A believer in ongoing professional education, Susan has earned several professional designations. These include Fellow of the Canadian Securities Institute (FCSI), Certified International Wealth Manager (CIWM), and the Certified Financial Planning (CFP) designation from the Financial Standards Council.

Susan completed her Family Enterprise Advisor (FEA) designation – which focuses on the complexities of family enterprise and optimal succession planning – at The Sauder School of Business at the University of British Columbia.

Susan’s formal education includes a Bachelors of Science degree from the University of Adelphi in New York and an MBA from The University of Western Ontario Ivey School of Business. She is an active member of the Financial Planners Standards Council and the Institute of Family Advisors.

Susan's dedication, commitment to excellence and business practices have been recognized by her promotion to Vice-President at RBC Dominion Securities. In addition, she has been the recipient of the distinguished Director's Council award since 2016.

Byron Walker

Associate Advisor

905-332-2617 | Email me

Bringing several years of financial service industry experience with him, Byron joined Susan's team in 2014. His role is to work with and support Susan with day-to-day client management and to ensure that each client experience is a positive one.

Byron graduated from University of Toronto with a Honors Bachelor of Arts and completed the Canadian Securities Course (CSC), the Conduct of Practices Handbook (CPH) and the Wealth Management Essentials (WME) since graduating. Byron and his wife Brittany have a son and daughter. Their spare time is spent with family and friends.

Katie Ingold

Associate

905-332-2633 | Email me