A multi-disciplinary team of seasoned financial managers

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

Our core team is supported and structured 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, Portfolio Manager & Wealth Advisor

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1-800-668-6285

Byron Walker

Associate Advisor

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Alison Williams

Associate Advisor

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Katie Ingold

Associate

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Get in touch!

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