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


Byron Walker

Associate Advisor


Alison Williams

Associate Advisor


Katie Ingold



Get in touch!

For more information, or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

*Required fields